+9.3%
PLD vs SIMO
+94.5%
-85.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -9.6% | +11.4% | +1.6% |
| 7D | +4.9% | -16.9% | +21.8% | +4.6% |
| 30D | +2.6% | -35.4% | +37.9% | +1.8% |
| 3M | -4.8% | -31.9% | +27.1% | -5.2% |
| 6M | -3.9% | -19.3% | +15.4% | -4.3% |
| YTD | +5.3% | +98.5% | -93.2% | +6.5% |
| 1Y | +9.3% | +100.5% | -91.3% | +10.5% |
| All | +9.3% | +94.5% | -85.2% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling