-0.7%
PLD vs WST
-0.1%
-0.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.6% |
| 7D | -0.8% | -3.1% | +2.3% | -0.2% |
| 30D | -0.3% | +9.1% | -9.4% | -2.0% |
| 3M | -8.0% | +14.7% | -22.7% | -10.6% |
| 6M | -9.8% | +28.0% | -37.8% | -14.4% |
| YTD | +1.8% | +45.6% | -43.9% | -6.4% |
| 1Y | +5.6% | +45.7% | -40.1% | -3.0% |
| 3Y | +33.3% | +21.1% | +12.2% | +18.7% |
| All | -0.7% | -0.1% | -0.5% | -5.3% |
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