+352.4%
PLD vs WU
-22.9%
+375.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.5% |
| 7D | 0.0% | -5.3% | +5.3% | +3.1% |
| 30D | -3.7% | +9.0% | -12.8% | -9.0% |
| 3M | -7.9% | -3.6% | -4.4% | -7.2% |
| 6M | -9.2% | -19.4% | +10.2% | -1.4% |
| YTD | +3.1% | -21.7% | +24.8% | +12.2% |
| 1Y | +6.2% | -16.1% | +22.3% | +10.5% |
| 3Y | +35.4% | -24.1% | +59.5% | +43.3% |
| 5Y | +0.1% | -44.1% | +44.2% | +22.6% |
| 10Y | +268.0% | -39.6% | +307.6% | +282.2% |
| All | +352.4% | -22.9% | +375.2% | +211.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling