+22.6%
PLD vs WPM
+280.0%
-257.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.6% |
| 7D | -2.4% | +1.1% | -3.5% | -2.5% |
| 30D | -2.4% | +26.4% | -28.8% | -5.2% |
| 3M | -3.8% | +20.8% | -24.6% | -6.2% |
| 6M | 0.0% | +1.1% | -1.1% | -0.8% |
| YTD | +9.2% | +32.5% | -23.2% | +4.4% |
| 1Y | +25.9% | +51.5% | -25.6% | +17.6% |
| All | +22.6% | +280.0% | -257.4% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling