+1.0%
WBD vs PLD
+14.8%
-13.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | 0.0% |
| 7D | -1.8% | -2.4% | +0.6% | -0.3% |
| 30D | +8.8% | -2.4% | +11.2% | +10.4% |
| 3M | +4.6% | -3.8% | +8.4% | +6.6% |
| 6M | +1.1% | 0.0% | +1.1% | -0.2% |
| YTD | -2.0% | +9.2% | -11.2% | -9.2% |
| 1Y | +140.0% | +25.9% | +114.1% | +101.4% |
| 3Y | +144.4% | +21.3% | +123.1% | +106.3% |
| All | +1.0% | +14.8% | -13.7% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling