+15.2%
PLD vs WMB
+275.1%
-259.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.7% |
| 3M | -3.8% | +3.1% | -6.9% | -5.3% |
| 6M | 0.0% | -0.7% | +0.7% | -0.4% |
| YTD | +9.2% | +25.2% | -15.9% | -0.6% |
| 1Y | +25.9% | +32.9% | -7.0% | +11.5% |
| 3Y | +21.3% | +140.6% | -119.3% | -18.8% |
| All | +15.2% | +275.1% | -259.9% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling