+37.1%
PLD vs WAT
+87.1%
-50.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +0.8% | +3.4% | -2.6% | -0.1% |
| 30D | +0.5% | +9.6% | -9.2% | -2.0% |
| 3M | -5.5% | +15.5% | -21.0% | -9.2% |
| 6M | -8.3% | +33.9% | -42.2% | -15.9% |
| YTD | +4.3% | +25.2% | -20.9% | -3.3% |
| 1Y | +7.4% | +26.3% | -18.8% | -0.8% |
| 3Y | +37.1% | +85.8% | -48.8% | +3.0% |
| All | +37.1% | +87.1% | -50.1% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 3y: compounded portfolio wealth divided by compounded WAT 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…
3y analysis · Full analysis span regression · 6 months rolling