+0.1%
PLD vs SIMO
+184.2%
-184.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -1.0% |
| 7D | 0.0% | +14.9% | -14.9% | -1.0% |
| 30D | -3.7% | -27.0% | +23.2% | -2.0% |
| 3M | -7.9% | -25.4% | +17.4% | -6.9% |
| 6M | -9.2% | -30.3% | +21.0% | -9.1% |
| YTD | +3.1% | +95.8% | -92.7% | -10.5% |
| 1Y | +6.2% | +100.0% | -93.8% | -8.2% |
| 3Y | +35.4% | +238.3% | -202.8% | +5.5% |
| 5Y | +0.1% | +187.6% | -187.5% | -21.5% |
| All | +0.1% | +184.2% | -184.1% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling