+653.4%
WDC vs PLD
+248.8%
+404.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.0% | +8.3% |
| 7D | -14.4% | +0.7% | -15.1% | -14.5% |
| 30D | -27.1% | +0.8% | -27.9% | -27.3% |
| 3M | -33.3% | -6.1% | -27.1% | -31.0% |
| 6M | -39.6% | -8.0% | -31.6% | -37.7% |
| YTD | +68.4% | +4.7% | +63.7% | +60.1% |
| 1Y | +78.2% | +7.2% | +71.0% | +66.8% |
| 3Y | +772.0% | +39.2% | +732.8% | +572.8% |
| 5Y | +584.9% | +1.9% | +583.0% | +523.4% |
| 10Y | +653.4% | +256.8% | +396.7% | +221.9% |
| All | +653.4% | +248.8% | +404.6% | +221.9% |
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 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