+272.2%
PLD vs WEC
+190.8%
+81.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.3% |
| 7D | -1.0% | -0.5% | -0.5% | -0.7% |
| 30D | -1.8% | +12.0% | -13.8% | -8.7% |
| 3M | -6.0% | +11.1% | -17.1% | -12.2% |
| 6M | -8.4% | +6.0% | -14.3% | -12.0% |
| YTD | +4.2% | +14.3% | -10.0% | -4.7% |
| 1Y | +6.2% | +8.0% | -1.8% | +0.5% |
| 3Y | +37.0% | +62.8% | -25.9% | -1.8% |
| 5Y | +1.2% | +55.3% | -54.1% | -25.3% |
| 10Y | +272.2% | +193.2% | +79.0% | +89.2% |
| All | +272.2% | +190.8% | +81.4% | +89.2% |
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