+25.9%
PLD vs WCC
+64.4%
-38.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.6% | +0.6% |
| 7D | -0.9% | +8.5% | -9.3% | -1.7% |
| 30D | -1.2% | -1.0% | -0.2% | -1.2% |
| 3M | -2.3% | +2.1% | -4.4% | -2.7% |
| 6M | +4.5% | +36.8% | -32.3% | -0.8% |
| YTD | +10.1% | +47.7% | -37.6% | +2.9% |
| 1Y | +25.9% | +66.5% | -40.6% | +14.1% |
| All | +25.9% | +64.4% | -38.5% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling