+236.9%
PLD vs SIMO
+502.1%
-265.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.7% | -9.4% | -1.7% |
| 7D | -2.4% | +4.2% | -6.6% | -2.9% |
| 30D | -2.4% | +4.1% | -6.5% | -3.3% |
| 3M | -3.8% | -12.9% | +9.1% | -3.9% |
| 6M | 0.0% | +110.3% | -110.3% | -13.2% |
| YTD | +9.2% | +178.6% | -169.3% | -10.1% |
| 1Y | +25.9% | +220.0% | -194.1% | +0.8% |
| 3Y | +21.3% | +409.0% | -387.7% | -11.9% |
| 5Y | +14.1% | +277.3% | -263.2% | -15.9% |
| All | +236.9% | +502.1% | -265.2% | +110.9% |
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