+682.0%
WDC vs PLD
+268.0%
+413.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | 0.0% |
| 7D | +16.3% | 0.0% | +16.3% | +16.4% |
| 30D | -18.3% | -3.7% | -14.5% | -16.3% |
| 3M | -31.4% | -7.9% | -23.5% | -28.3% |
| 6M | -36.3% | -9.2% | -27.1% | -33.8% |
| YTD | +80.8% | +3.1% | +77.8% | +73.4% |
| 1Y | +87.7% | +6.2% | +81.5% | +76.6% |
| 3Y | +819.4% | +35.4% | +784.0% | +620.4% |
| 5Y | +583.2% | +0.1% | +583.1% | +528.1% |
| All | +682.0% | +268.0% | +413.9% | +213.0% |
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 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