+272.2%
PLD vs WU
-37.2%
+309.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +3.0% | +1.0% |
| 7D | -1.0% | +2.1% | -3.1% | -1.9% |
| 30D | -1.8% | +10.1% | -12.0% | -5.3% |
| 3M | -6.0% | -1.1% | -4.9% | -6.3% |
| 6M | -8.4% | -19.8% | +11.4% | -2.8% |
| YTD | +4.2% | -20.8% | +25.0% | +10.1% |
| 1Y | +6.2% | -15.1% | +21.3% | +9.0% |
| 3Y | +37.0% | -23.2% | +60.2% | +43.1% |
| 5Y | +1.2% | -42.6% | +43.8% | +16.8% |
| 10Y | +272.2% | -38.9% | +311.1% | +310.8% |
| All | +272.2% | -37.2% | +309.4% | +310.8% |
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