+237.5%
PLD vs WAB
+280.9%
-43.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -1.0% |
| 7D | -2.4% | -3.2% | +0.8% | -1.3% |
| 30D | -2.4% | -4.4% | +2.0% | -1.0% |
| 3M | -3.8% | +7.9% | -11.7% | -6.8% |
| 6M | 0.0% | +8.7% | -8.7% | -3.5% |
| YTD | +9.2% | +33.0% | -23.7% | -1.6% |
| 1Y | +25.9% | +46.7% | -20.7% | +9.5% |
| 3Y | +21.3% | +153.0% | -131.7% | -12.3% |
| 5Y | +14.1% | +222.3% | -208.1% | -23.8% |
| All | +237.5% | +280.9% | -43.5% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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