+3,427.7%
WDC vs PLD
+1,708.5%
+1,719.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.2% |
| 7D | +1.7% | -2.4% | +4.1% | +2.8% |
| 30D | -10.0% | -2.4% | -7.5% | -9.1% |
| 3M | -18.8% | -3.8% | -15.0% | -18.3% |
| 6M | +79.0% | 0.0% | +79.0% | +77.4% |
| YTD | +171.6% | +9.2% | +162.3% | +157.7% |
| 1Y | +417.4% | +25.9% | +391.5% | +360.3% |
| 3Y | +1,251.8% | +21.3% | +1,230.5% | +1,103.7% |
| 5Y | +911.7% | +14.1% | +897.6% | +814.0% |
| 10Y | +1,399.6% | +237.9% | +1,161.8% | +760.9% |
| All | +3,427.7% | +1,708.5% | +1,719.2% | +729.4% |
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