+477.7%
PLD vs WPM
+5,236.6%
-4,758.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.1% | -1.8% |
| 7D | -0.8% | +16.9% | -17.7% | -4.1% |
| 30D | -0.3% | +2.0% | -2.2% | -1.0% |
| 3M | -8.0% | +8.9% | -17.0% | -10.3% |
| 6M | -9.8% | +1.6% | -11.4% | -11.4% |
| YTD | +1.8% | +16.5% | -14.7% | -4.0% |
| 1Y | +5.6% | +42.2% | -36.6% | -4.8% |
| 3Y | +33.3% | +213.3% | -180.0% | -1.1% |
| 5Y | +0.3% | +249.9% | -249.6% | -28.5% |
| 10Y | +241.6% | +549.4% | -307.7% | +98.6% |
| All | +477.7% | +5,236.6% | -4,758.9% | +57.7% |
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 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