+100.5%
WMT vs PLD
+23.3%
+77.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | -5.0% | -1.2% | -3.8% | -4.7% |
| 3M | -11.3% | -2.3% | -9.0% | -10.9% |
| 6M | -13.8% | +4.5% | -18.3% | -14.8% |
| YTD | -4.2% | +10.1% | -14.3% | -6.6% |
| 1Y | +4.6% | +25.9% | -21.3% | -1.3% |
| 3Y | +100.5% | +24.4% | +76.1% | +87.2% |
| All | +100.5% | +23.3% | +77.2% | +87.2% |
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