+240.3%
PLD vs WU
-41.4%
+281.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +1.7% |
| 7D | -0.9% | -0.8% | 0.0% | -0.6% |
| 30D | -1.2% | -1.1% | -0.1% | -1.0% |
| 3M | -2.3% | -1.8% | -0.5% | -3.4% |
| 6M | +4.5% | -23.9% | +28.4% | +13.3% |
| YTD | +10.1% | -20.4% | +30.5% | +16.8% |
| 1Y | +25.9% | -10.6% | +36.5% | +26.3% |
| 3Y | +24.4% | -27.7% | +52.2% | +33.4% |
| 5Y | +15.5% | -51.1% | +66.6% | +43.4% |
| 10Y | +240.3% | -40.7% | +281.0% | +283.7% |
| All | +240.3% | -41.4% | +281.7% | +283.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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