+257.2%
PLD vs WEC
+197.9%
+59.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | +1.3% | +2.3% | -1.0% | -0.1% |
| 30D | -1.4% | +11.1% | -12.4% | -7.7% |
| 3M | -8.2% | +8.4% | -16.6% | -12.9% |
| 6M | -8.0% | +7.5% | -15.5% | -12.4% |
| YTD | +3.2% | +15.3% | -12.2% | -6.3% |
| 1Y | +7.0% | +9.7% | -2.7% | +0.3% |
| 3Y | +38.3% | +64.7% | -26.4% | -1.6% |
| 5Y | +0.2% | +57.3% | -57.1% | -26.7% |
| All | +257.2% | +197.9% | +59.3% | +77.8% |
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