+256.8%
PLD vs WCC
+492.1%
-235.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.3% | +1.0% |
| 7D | +0.7% | -5.7% | +6.4% | +1.6% |
| 30D | +0.8% | -13.5% | +14.3% | +3.5% |
| 3M | -6.1% | -12.9% | +6.8% | -4.1% |
| 6M | -8.0% | -10.7% | +2.7% | -7.3% |
| YTD | +4.7% | +30.0% | -25.3% | -4.2% |
| 1Y | +7.2% | +24.7% | -17.5% | -1.1% |
| 3Y | +39.2% | +136.6% | -97.3% | +5.9% |
| 5Y | +1.9% | +143.9% | -142.0% | -25.8% |
| 10Y | +256.8% | +465.9% | -209.2% | +100.7% |
| All | +256.8% | +492.1% | -235.3% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling