+236.9%
PLD vs WMB
+333.1%
-96.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | -2.4% | +3.3% | -5.7% | -3.5% |
| 3M | -3.8% | +3.1% | -6.9% | -5.0% |
| 6M | 0.0% | -0.7% | +0.7% | -0.3% |
| YTD | +9.2% | +25.2% | -15.9% | +1.2% |
| 1Y | +25.9% | +32.9% | -7.0% | +14.2% |
| 3Y | +21.3% | +140.6% | -119.3% | -9.6% |
| 5Y | +14.1% | +273.5% | -259.3% | -25.5% |
| All | +236.9% | +333.1% | -96.2% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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