+336.3%
WBD vs PLD
+480.5%
-144.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.0% | +6.7% | +29.3% | +33.7% |
| 7D | +36.0% | +6.7% | +29.3% | +33.7% |
| 30D | +36.0% | +6.7% | +29.3% | +33.7% |
| 3M | +36.0% | +6.7% | +29.3% | +33.7% |
| 6M | +36.0% | +6.7% | +29.3% | +33.7% |
| YTD | +36.0% | +6.7% | +29.3% | +33.7% |
| 1Y | +63.0% | +12.8% | +50.1% | +57.0% |
| 3Y | +206.7% | +29.4% | +177.4% | +185.2% |
| 5Y | +18.4% | +17.4% | +1.0% | +12.7% |
| 10Y | +11.8% | +236.8% | -225.0% | -25.4% |
| All | +336.3% | +480.5% | -144.2% | +82.9% |
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