+37.1%
PLD vs WEC
+62.9%
-25.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +0.8% | +1.4% | -0.6% | +0.1% |
| 30D | +0.5% | +12.8% | -12.3% | -5.3% |
| 3M | -5.5% | +11.2% | -16.7% | -10.4% |
| 6M | -8.3% | +6.6% | -14.9% | -11.3% |
| YTD | +4.3% | +13.8% | -9.5% | -2.5% |
| 1Y | +7.4% | +7.6% | -0.2% | +3.3% |
| 3Y | +37.1% | +62.2% | -25.2% | +2.3% |
| All | +37.1% | +62.9% | -25.8% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling