+113.2%
WDC vs PLD
+9.3%
+103.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.8% | -8.5% | -6.4% |
| 7D | -18.3% | +4.9% | -23.2% | -17.5% |
| 30D | -26.7% | +2.6% | -29.2% | -26.1% |
| 3M | -40.9% | -4.8% | -36.2% | -41.3% |
| 6M | -26.8% | -3.9% | -22.9% | -27.6% |
| YTD | +88.2% | +5.3% | +82.9% | +86.3% |
| 1Y | +113.2% | +9.3% | +103.9% | +111.1% |
| All | +113.2% | +9.3% | +103.9% | +111.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling