-0.7%
PLD vs WELL
+227.0%
-227.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.1% |
| 7D | -0.8% | +4.4% | -5.2% | -3.3% |
| 30D | -0.3% | +10.8% | -11.1% | -6.4% |
| 3M | -8.0% | +4.2% | -12.2% | -10.6% |
| 6M | -9.8% | +14.0% | -23.8% | -17.2% |
| YTD | +1.8% | +33.4% | -31.6% | -15.6% |
| 1Y | +5.6% | +32.4% | -26.8% | -12.3% |
| 3Y | +33.3% | +194.7% | -161.5% | -35.5% |
| All | -0.7% | +227.0% | -227.7% | -54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling