+256.9%
PLD vs WMB
+284.4%
-27.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | 0.0% | +8.1% | -8.1% | -2.3% |
| 30D | -3.7% | -6.9% | +3.1% | -1.9% |
| 3M | -7.9% | -5.1% | -2.8% | -6.9% |
| 6M | -9.2% | -5.7% | -3.5% | -8.3% |
| YTD | +3.1% | +18.1% | -15.0% | -3.2% |
| 1Y | +6.2% | +18.4% | -12.2% | -0.4% |
| 3Y | +35.4% | +122.7% | -87.3% | +2.9% |
| 5Y | +0.1% | +202.0% | -201.9% | -30.8% |
| All | +256.9% | +284.4% | -27.6% | +115.3% |
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