+256.9%
PLD vs SIMO
+423.7%
-166.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.9% |
| 7D | 0.0% | +14.9% | -14.9% | -1.5% |
| 30D | -3.7% | -27.0% | +23.2% | -1.1% |
| 3M | -7.9% | -25.4% | +17.4% | -6.3% |
| 6M | -9.2% | -30.3% | +21.0% | -8.7% |
| YTD | +3.1% | +95.8% | -92.7% | -13.2% |
| 1Y | +6.2% | +100.0% | -93.8% | -11.0% |
| 3Y | +35.4% | +238.3% | -202.8% | +1.3% |
| 5Y | +0.1% | +187.6% | -187.5% | -25.7% |
| All | +256.9% | +423.7% | -166.8% | +118.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling