+231.7%
PLD vs WAB
+287.6%
-56.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -1.8% |
| 7D | -0.8% | +1.4% | -2.2% | -1.3% |
| 30D | -0.3% | +0.4% | -0.7% | -0.5% |
| 3M | -8.0% | -3.8% | -4.2% | -7.0% |
| 6M | -9.8% | +5.1% | -14.9% | -12.0% |
| YTD | +1.8% | +33.3% | -31.5% | -8.5% |
| 1Y | +5.6% | +39.8% | -34.2% | -6.7% |
| 3Y | +33.3% | +161.1% | -127.8% | -4.5% |
| 5Y | +0.3% | +209.5% | -209.2% | -32.2% |
| All | +231.7% | +287.6% | -56.0% | +100.2% |
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