+15.2%
PLD vs WCC
+216.1%
-200.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.6% | -1.6% |
| 7D | -2.4% | +4.5% | -6.9% | -3.4% |
| 30D | -2.4% | -5.8% | +3.4% | -1.2% |
| 3M | -3.8% | -3.7% | -0.1% | -3.8% |
| 6M | 0.0% | +23.1% | -23.0% | -6.5% |
| YTD | +9.2% | +44.2% | -34.9% | -2.4% |
| 1Y | +25.9% | +62.1% | -36.2% | +8.4% |
| 3Y | +21.3% | +121.1% | -99.8% | -8.8% |
| All | +15.2% | +216.1% | -200.8% | -24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling