+15.2%
PLD vs WPM
+254.8%
-239.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.6% |
| 7D | -2.4% | +1.1% | -3.5% | -2.6% |
| 30D | -2.4% | +26.4% | -28.8% | -6.3% |
| 3M | -3.8% | +20.8% | -24.6% | -7.2% |
| 6M | 0.0% | +1.1% | -1.1% | -1.0% |
| YTD | +9.2% | +32.5% | -23.2% | +2.2% |
| 1Y | +25.9% | +51.5% | -25.6% | +14.0% |
| 3Y | +21.3% | +267.0% | -245.7% | -13.3% |
| All | +15.2% | +254.8% | -239.5% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling