+1,221.5%
WDC vs PLD
+238.1%
+983.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.3% |
| 7D | +1.7% | -2.4% | +4.1% | +3.1% |
| 30D | -10.0% | -2.4% | -7.5% | -8.8% |
| 3M | -18.8% | -3.8% | -15.0% | -18.2% |
| 6M | +79.0% | 0.0% | +79.0% | +76.5% |
| YTD | +171.6% | +9.2% | +162.3% | +152.5% |
| 1Y | +417.4% | +25.9% | +391.5% | +340.1% |
| 3Y | +1,251.8% | +21.3% | +1,230.5% | +1,041.8% |
| 5Y | +911.7% | +14.1% | +897.6% | +759.2% |
| All | +1,221.5% | +238.1% | +983.5% | +507.6% |
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