+231.7%
PLD vs WEC
+176.2%
+55.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | +0.1% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -0.3% | +12.3% | -12.6% | -7.4% |
| 3M | -8.0% | +8.3% | -16.3% | -12.7% |
| 6M | -9.8% | +3.5% | -13.3% | -12.1% |
| YTD | +1.8% | +12.7% | -10.9% | -6.2% |
| 1Y | +5.6% | +8.2% | -2.6% | -0.2% |
| 3Y | +33.3% | +55.9% | -22.6% | -1.9% |
| 5Y | +0.3% | +51.2% | -51.0% | -25.0% |
| All | +231.7% | +176.2% | +55.4% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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