+33.3%
PLD vs WMB
+97.7%
-64.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.8% | -13.8% | +13.0% | +2.9% |
| 30D | -0.3% | -10.3% | +10.1% | +2.3% |
| 3M | -8.0% | -10.1% | +2.0% | -5.9% |
| 6M | -9.8% | -11.8% | +2.0% | -7.6% |
| YTD | +1.8% | +8.9% | -7.2% | -2.6% |
| 1Y | +5.6% | +14.0% | -8.4% | -0.6% |
| 3Y | +33.3% | +100.5% | -67.3% | -3.4% |
| All | +33.3% | +97.7% | -64.4% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling