+1,643.3%
PLD vs WMB
+780.5%
+862.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -1.1% |
| 7D | +0.4% | -14.2% | +14.6% | +3.3% |
| 30D | -0.1% | -11.2% | +11.1% | +2.1% |
| 3M | -7.9% | -9.9% | +1.9% | -6.3% |
| 6M | -7.0% | -14.4% | +7.4% | -4.6% |
| YTD | +3.1% | +9.2% | -6.2% | +0.7% |
| 1Y | +7.1% | +15.1% | -8.0% | +3.6% |
| 3Y | +32.9% | +99.2% | -66.3% | +15.0% |
| 5Y | +1.5% | +180.2% | -178.7% | -17.9% |
| 10Y | +245.9% | +273.7% | -27.8% | +155.1% |
| All | +1,643.3% | +780.5% | +862.8% | +822.4% |
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 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