+1,747.8%
PLD vs WMB
+908.9%
+839.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -2.4% | +0.6% | -3.0% | -2.5% |
| 30D | -2.4% | +3.3% | -5.7% | -3.1% |
| 3M | -3.8% | +3.1% | -6.9% | -4.6% |
| 6M | 0.0% | -0.7% | +0.7% | -0.2% |
| YTD | +9.2% | +25.2% | -15.9% | +4.2% |
| 1Y | +25.9% | +32.9% | -7.0% | +18.6% |
| 3Y | +21.3% | +140.6% | -119.3% | +1.4% |
| 5Y | +14.1% | +273.5% | -259.3% | -12.5% |
| 10Y | +237.9% | +334.2% | -96.3% | +142.4% |
| All | +1,747.8% | +908.9% | +839.0% | +854.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling