+15.2%
PLD vs W
-63.2%
+78.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.3% | -1.1% |
| 7D | -2.4% | -4.2% | +1.8% | -1.9% |
| 30D | -2.4% | -7.6% | +5.1% | -1.5% |
| 3M | -3.8% | +37.2% | -41.0% | -9.3% |
| 6M | 0.0% | +26.3% | -26.3% | -5.2% |
| YTD | +9.2% | -1.0% | +10.2% | +6.4% |
| 1Y | +25.9% | +20.1% | +5.8% | +18.1% |
| 3Y | +21.3% | +37.8% | -16.5% | +3.9% |
| All | +15.2% | -63.2% | +78.4% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded W wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling