+235.8%
PLD vs WM
+348.7%
-112.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.8% |
| 7D | +0.4% | +4.5% | -4.1% | -2.2% |
| 30D | -0.1% | +16.1% | -16.2% | -9.2% |
| 3M | -7.9% | +8.0% | -16.0% | -12.6% |
| 6M | -7.0% | +8.4% | -15.4% | -12.4% |
| YTD | +3.1% | +11.2% | -8.2% | -5.3% |
| 1Y | +7.1% | +22.3% | -15.2% | -7.8% |
| 3Y | +32.9% | +50.2% | -17.4% | -4.1% |
| 5Y | +1.5% | +63.3% | -61.7% | -31.8% |
| All | +235.8% | +348.7% | -112.9% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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