+712.3%
WDC vs PLD
+31.5%
+680.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | -28.0% | -0.8% | -27.2% | -27.7% |
| 30D | -34.9% | -0.3% | -34.7% | -34.8% |
| 3M | -41.6% | -8.0% | -33.5% | -39.9% |
| 6M | -45.4% | -9.8% | -35.6% | -44.0% |
| YTD | +53.3% | +1.8% | +51.5% | +48.3% |
| 1Y | +61.5% | +5.6% | +55.9% | +53.5% |
| 3Y | +712.3% | +33.3% | +679.1% | +612.9% |
| All | +712.3% | +31.5% | +680.9% | +612.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling