+1.5%
PLD vs WST
-7.2%
+8.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.8% | -1.3% |
| 7D | +0.4% | -5.8% | +6.2% | +1.6% |
| 30D | -0.1% | +5.3% | -5.4% | -1.2% |
| 3M | -7.9% | +11.8% | -19.8% | -10.1% |
| 6M | -7.0% | +26.7% | -33.7% | -11.5% |
| YTD | +3.1% | +43.0% | -39.9% | -4.9% |
| 1Y | +7.1% | +38.9% | -31.8% | -0.7% |
| 3Y | +32.9% | +18.2% | +14.7% | +19.1% |
| 5Y | +1.5% | -1.5% | +3.1% | -2.8% |
| All | +1.5% | -7.2% | +8.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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