+0.1%
PLD vs WAB
+216.9%
-216.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.6% |
| 7D | 0.0% | +7.9% | -7.9% | -3.4% |
| 30D | -3.7% | +4.9% | -8.6% | -6.0% |
| 3M | -7.9% | +1.8% | -9.7% | -9.0% |
| 6M | -9.2% | +12.0% | -21.2% | -14.9% |
| YTD | +3.1% | +41.3% | -38.2% | -14.5% |
| 1Y | +6.2% | +43.8% | -37.6% | -12.9% |
| 3Y | +35.4% | +171.1% | -135.6% | -23.0% |
| 5Y | +0.1% | +217.7% | -217.6% | -48.5% |
| All | +0.1% | +216.9% | -216.8% | -48.5% |
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