+231.7%
PLD vs WU
-36.0%
+267.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.6% |
| 7D | -0.8% | +11.7% | -12.5% | -4.6% |
| 30D | -0.3% | +12.6% | -12.9% | -4.5% |
| 3M | -8.0% | -0.5% | -7.5% | -8.4% |
| 6M | -9.8% | -18.2% | +8.4% | -4.9% |
| YTD | +1.8% | -19.0% | +20.8% | +6.8% |
| 1Y | +5.6% | -16.7% | +22.3% | +9.3% |
| 3Y | +33.3% | -21.0% | +54.3% | +37.9% |
| 5Y | +0.3% | -41.7% | +42.0% | +15.2% |
| All | +231.7% | -36.0% | +267.7% | +260.2% |
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