+2,265.2%
WDC vs PLD
+1,625.8%
+639.3%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.1% | +8.4% | +8.4% |
| 7D | -3.2% | -1.0% | -2.2% | -2.6% |
| 30D | -19.0% | -1.8% | -17.2% | -18.3% |
| 3M | -28.4% | -6.0% | -22.4% | -26.6% |
| 6M | -39.2% | -8.4% | -30.9% | -37.6% |
| YTD | +82.1% | +4.2% | +77.8% | +76.2% |
| 1Y | +84.7% | +6.2% | +78.4% | +77.2% |
| 3Y | +825.6% | +37.0% | +788.7% | +683.3% |
| 5Y | +608.2% | +1.2% | +607.0% | +574.0% |
| 10Y | +695.1% | +272.2% | +422.9% | +340.9% |
| All | +2,265.2% | +1,625.8% | +639.3% | +467.1% |
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