+9.2%
WBD vs PLD
+266.7%
-257.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.3% | +4.6% | +29.6% | +31.9% |
| 7D | +34.3% | +4.6% | +29.6% | +31.9% |
| 30D | +34.3% | +4.6% | +29.6% | +31.9% |
| 3M | +34.3% | +4.6% | +29.6% | +31.9% |
| 6M | +34.3% | +4.6% | +29.6% | +31.9% |
| YTD | +34.3% | +4.6% | +29.6% | +31.9% |
| 1Y | +63.0% | +12.8% | +50.1% | +53.9% |
| 3Y | +206.7% | +29.4% | +177.4% | +173.9% |
| 5Y | +18.4% | +17.4% | +1.0% | +8.0% |
| All | +9.2% | +266.7% | -257.5% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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