+256.8%
PLD vs WY
+6.7%
+250.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.5% |
| 7D | +0.7% | -0.8% | +1.4% | +1.0% |
| 30D | +0.8% | +10.6% | -9.8% | -4.6% |
| 3M | -6.1% | -16.6% | +10.5% | +2.3% |
| 6M | -8.0% | -8.6% | +0.6% | -5.0% |
| YTD | +4.7% | -8.4% | +13.1% | +7.4% |
| 1Y | +7.2% | -5.1% | +12.3% | +7.8% |
| 3Y | +39.2% | -21.9% | +61.1% | +54.8% |
| 5Y | +1.9% | -31.3% | +33.2% | +20.3% |
| 10Y | +256.8% | +3.6% | +253.2% | +214.8% |
| All | +256.8% | +6.7% | +250.1% | +214.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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