+520.0%
PLD vs WPM
+5,967.5%
-5,447.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.5% |
| 7D | -2.4% | +1.1% | -3.5% | -2.7% |
| 30D | -2.4% | +26.4% | -28.8% | -7.4% |
| 3M | -3.8% | +20.8% | -24.6% | -8.3% |
| 6M | 0.0% | +1.1% | -1.1% | -1.6% |
| YTD | +9.2% | +32.5% | -23.2% | +0.7% |
| 1Y | +25.9% | +51.5% | -25.6% | +12.2% |
| 3Y | +21.3% | +267.0% | -245.7% | -12.6% |
| 5Y | +14.1% | +250.1% | -236.0% | -18.3% |
| 10Y | +237.9% | +540.4% | -302.5% | +98.0% |
| All | +520.0% | +5,967.5% | -5,447.5% | +65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling