-7.0%
PLD vs WMB
-13.3%
+6.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -1.8% |
| 7D | +0.4% | -14.2% | +14.6% | +1.4% |
| 30D | -0.1% | -11.2% | +11.1% | +0.7% |
| 3M | -7.9% | -9.9% | +1.9% | -7.2% |
| 6M | -7.0% | -14.4% | +7.4% | -6.1% |
| All | -7.0% | -13.3% | +6.3% | -6.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling