+15.2%
PLD vs WAB
+222.7%
-207.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -1.1% |
| 7D | -2.4% | -3.2% | +0.8% | -1.0% |
| 30D | -2.4% | -4.4% | +2.0% | -0.5% |
| 3M | -3.8% | +7.9% | -11.7% | -8.0% |
| 6M | 0.0% | +8.7% | -8.7% | -5.1% |
| YTD | +9.2% | +33.0% | -23.7% | -6.4% |
| 1Y | +25.9% | +46.7% | -20.7% | +2.3% |
| 3Y | +21.3% | +153.0% | -131.7% | -27.8% |
| All | +15.2% | +222.7% | -207.5% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling