+379.5%
PLD vs WU
-19.6%
+399.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.0% |
| 30D | -2.4% | -1.1% | -1.3% | -2.1% |
| 3M | -3.8% | -3.9% | +0.1% | -4.7% |
| 6M | 0.0% | -20.7% | +20.7% | +10.1% |
| YTD | +9.2% | -18.4% | +27.6% | +17.3% |
| 1Y | +25.9% | -8.1% | +34.0% | +23.7% |
| 3Y | +21.3% | -24.2% | +45.5% | +29.0% |
| 5Y | +14.1% | -50.4% | +64.6% | +52.3% |
| 10Y | +237.9% | -40.0% | +277.9% | +258.5% |
| All | +379.5% | -19.6% | +399.1% | +225.9% |
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