+12.3%
WFC vs PLD
+27.5%
-15.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +3.8% | -2.4% | +6.2% | +4.6% |
| 30D | +1.5% | -2.4% | +3.9% | +2.3% |
| 3M | +10.9% | -3.8% | +14.7% | +12.1% |
| 6M | +8.4% | 0.0% | +8.4% | +7.5% |
| YTD | -1.9% | +9.2% | -11.1% | -5.9% |
| 1Y | +12.3% | +25.9% | -13.6% | +2.9% |
| All | +12.3% | +27.5% | -15.1% | +2.9% |
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 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