+257.2%
PLD vs WU
-38.9%
+296.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | +1.3% | -2.0% | +3.4% | +2.0% |
| 30D | -1.4% | +11.4% | -12.8% | -5.2% |
| 3M | -8.2% | -6.8% | -1.3% | -6.4% |
| 6M | -8.0% | -14.6% | +6.6% | -4.7% |
| YTD | +3.2% | -20.6% | +23.8% | +8.9% |
| 1Y | +7.0% | -15.4% | +22.4% | +10.0% |
| 3Y | +38.3% | -23.6% | +61.9% | +44.8% |
| 5Y | +0.2% | -43.4% | +43.6% | +16.3% |
| All | +257.2% | -38.9% | +296.1% | +294.8% |
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