+272.4%
PLD vs WAB
+282.0%
-9.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.9% |
| 7D | +0.8% | +4.0% | -3.2% | -0.6% |
| 30D | +0.5% | +6.3% | -5.9% | -1.7% |
| 3M | -5.5% | +3.3% | -8.8% | -6.7% |
| 6M | -8.3% | +14.5% | -22.8% | -13.1% |
| YTD | +4.3% | +42.7% | -38.4% | -8.5% |
| 1Y | +7.4% | +45.2% | -37.8% | -6.4% |
| 3Y | +37.1% | +173.8% | -136.7% | -3.9% |
| 5Y | +1.3% | +223.8% | -222.5% | -33.1% |
| All | +272.4% | +282.0% | -9.6% | +107.6% |
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