+257.2%
PLD vs WELL
+463.2%
-205.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -1.4% | +5.7% | -7.0% | -3.9% |
| 3M | -8.2% | +4.6% | -12.8% | -10.1% |
| 6M | -8.0% | +11.9% | -19.9% | -12.8% |
| YTD | +3.2% | +33.6% | -30.4% | -9.8% |
| 1Y | +7.0% | +29.8% | -22.7% | -5.4% |
| 3Y | +38.3% | +202.2% | -163.9% | -16.1% |
| 5Y | +0.2% | +223.2% | -223.0% | -41.3% |
| All | +257.2% | +463.2% | -205.9% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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