+167.9%
WMT vs PLD
+1.8%
+166.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.6% |
| 7D | -1.6% | +0.7% | -2.3% | -1.7% |
| 30D | +12.9% | +0.8% | +12.0% | +12.6% |
| 3M | +12.6% | -6.1% | +18.7% | +14.2% |
| 6M | -3.4% | -8.0% | +4.6% | -1.7% |
| YTD | +13.5% | +4.7% | +8.8% | +11.8% |
| 1Y | +23.5% | +7.2% | +16.3% | +20.9% |
| 3Y | +137.3% | +39.2% | +98.1% | +114.6% |
| 5Y | +167.9% | +1.9% | +166.0% | +158.5% |
| All | +167.9% | +1.8% | +166.1% | +158.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling