+1,920.3%
WDC vs PLD
+1,606.2%
+314.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -2.1% | -15.2% | -16.4% |
| 7D | -32.3% | +0.4% | -32.7% | -32.4% |
| 30D | -34.9% | -0.1% | -34.8% | -34.9% |
| 3M | -48.4% | -7.9% | -40.5% | -46.7% |
| 6M | -42.4% | -7.0% | -35.5% | -41.4% |
| YTD | +55.5% | +3.1% | +52.5% | +51.1% |
| 1Y | +67.5% | +7.1% | +60.4% | +60.0% |
| 3Y | +727.3% | +32.9% | +694.4% | +608.5% |
| 5Y | +533.3% | +1.5% | +531.8% | +501.4% |
| 10Y | +627.0% | +245.9% | +381.1% | +314.5% |
| All | +1,920.3% | +1,606.2% | +314.1% | +386.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling