+138.1%
WFC vs PLD
+238.1%
-100.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | +3.8% | -2.4% | +6.2% | +4.9% |
| 30D | +1.5% | -2.4% | +3.9% | +2.6% |
| 3M | +10.9% | -3.8% | +14.7% | +12.6% |
| 6M | +8.4% | 0.0% | +8.4% | +7.9% |
| YTD | -1.9% | +9.2% | -11.1% | -6.6% |
| 1Y | +12.3% | +25.9% | -13.6% | -0.3% |
| 3Y | +132.3% | +21.3% | +111.0% | +104.6% |
| 5Y | +130.1% | +14.1% | +115.9% | +102.4% |
| All | +138.1% | +238.1% | -100.0% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling