+298.2%
WBD vs PLD
+517.5%
-219.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -1.8% | -2.4% | +0.6% | -1.0% |
| 30D | +8.8% | -2.4% | +11.2% | +9.7% |
| 3M | +4.6% | -3.8% | +8.4% | +5.7% |
| 6M | +1.1% | 0.0% | +1.1% | +0.6% |
| YTD | -2.0% | +9.2% | -11.2% | -5.4% |
| 1Y | +140.0% | +25.9% | +114.1% | +120.9% |
| 3Y | +144.4% | +21.3% | +123.1% | +128.8% |
| 5Y | -0.2% | +14.1% | -14.3% | -5.4% |
| 10Y | +9.1% | +237.9% | -228.8% | -28.2% |
| All | +298.2% | +517.5% | -219.3% | +61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling