+117.7%
WFC vs PLD
+31.5%
+86.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | +1.2% | -0.8% | +2.0% | +1.6% |
| 30D | +5.2% | -0.3% | +5.5% | +5.2% |
| 3M | -3.0% | -8.0% | +5.0% | -0.2% |
| 6M | +6.2% | -9.8% | +16.0% | +10.0% |
| YTD | -7.9% | +1.8% | -9.7% | -9.2% |
| 1Y | +0.3% | +5.6% | -5.3% | -2.5% |
| 3Y | +117.7% | +33.3% | +84.5% | +87.8% |
| All | +117.7% | +31.5% | +86.3% | +87.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling