+256.8%
PLD vs WPM
+553.6%
-296.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.6% | -2.8% | +2.0% |
| 7D | +0.7% | +20.8% | -20.1% | -2.2% |
| 30D | +0.8% | +3.8% | -3.0% | +0.1% |
| 3M | -6.1% | +7.4% | -13.5% | -7.6% |
| 6M | -8.0% | +4.0% | -12.0% | -9.4% |
| YTD | +4.7% | +23.0% | -18.4% | -0.5% |
| 1Y | +7.2% | +45.9% | -38.7% | -1.0% |
| 3Y | +39.2% | +242.9% | -203.7% | +9.1% |
| 5Y | +1.9% | +259.5% | -257.6% | -21.8% |
| 10Y | +256.8% | +577.7% | -321.0% | +153.9% |
| All | +256.8% | +553.6% | -296.8% | +153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling