+1,630.1%
PLD vs WCC
+1,713.7%
-83.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.6% | -1.9% |
| 7D | -2.4% | +4.5% | -6.9% | -3.7% |
| 30D | -2.4% | -5.8% | +3.4% | -1.0% |
| 3M | -3.8% | -3.7% | -0.1% | -3.9% |
| 6M | 0.0% | +23.1% | -23.0% | -7.8% |
| YTD | +9.2% | +44.2% | -34.9% | -4.6% |
| 1Y | +25.9% | +62.1% | -36.2% | +5.4% |
| 3Y | +21.3% | +121.1% | -99.8% | -12.3% |
| 5Y | +14.1% | +214.0% | -199.8% | -29.7% |
| 10Y | +237.9% | +472.8% | -234.9% | +48.6% |
| All | +1,630.1% | +1,713.7% | -83.6% | +443.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling