+16.3%
PLD vs WM
+51.0%
-34.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.8% |
| 7D | -0.7% | -1.2% | +0.5% | -0.1% |
| 30D | -2.2% | -4.5% | +2.2% | -0.2% |
| 3M | -7.4% | -2.2% | -5.2% | -6.7% |
| 6M | +1.9% | -11.5% | +13.4% | +7.4% |
| YTD | +7.9% | -0.7% | +8.6% | +6.9% |
| 1Y | +25.1% | +0.3% | +24.7% | +22.9% |
| 3Y | +21.9% | +44.2% | -22.3% | -7.0% |
| 5Y | +16.3% | +51.6% | -35.3% | -15.0% |
| All | +16.3% | +51.0% | -34.7% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling