+7.0%
WMT vs PLD
+27.5%
-20.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +3.9% | -2.4% | +6.3% | +4.5% |
| 30D | -4.4% | -2.4% | -2.0% | -3.8% |
| 3M | -8.8% | -3.8% | -5.0% | -8.1% |
| 6M | -15.6% | 0.0% | -15.7% | -16.0% |
| YTD | -3.2% | +9.2% | -12.5% | -6.5% |
| 1Y | +7.0% | +25.9% | -18.9% | -2.1% |
| All | +7.0% | +27.5% | -20.4% | -2.1% |
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 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