+231.7%
PLD vs WWD
+461.1%
-229.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.6% | -2.2% |
| 7D | -0.8% | +4.2% | -5.0% | -2.1% |
| 30D | -0.3% | -2.1% | +1.9% | +0.1% |
| 3M | -8.0% | -13.2% | +5.1% | -4.6% |
| 6M | -9.8% | -16.9% | +7.1% | -5.9% |
| YTD | +1.8% | +5.2% | -3.5% | -2.0% |
| 1Y | +5.6% | +20.6% | -15.0% | -3.1% |
| 3Y | +33.3% | +146.3% | -113.1% | -5.2% |
| 5Y | +0.3% | +171.3% | -171.1% | -32.3% |
| All | +231.7% | +461.1% | -229.4% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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