+66.3%
WDC vs PLD
+7.0%
+59.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -16.7% | +0.8% | -17.5% | -16.7% |
| 30D | -27.2% | +0.5% | -27.7% | -27.1% |
| 3M | -34.0% | -5.5% | -28.5% | -34.6% |
| 6M | -39.7% | -8.3% | -31.4% | -40.0% |
| YTD | +68.1% | +4.3% | +63.8% | +63.4% |
| 1Y | +66.3% | +7.4% | +58.9% | +60.6% |
| All | +66.3% | +7.0% | +59.3% | +60.6% |
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 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