+25.9%
PLD vs SMR
-68.0%
+93.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +15.3% | -14.4% | +0.5% |
| 7D | -0.9% | +21.4% | -22.2% | -1.3% |
| 30D | -1.2% | +13.8% | -15.0% | -1.5% |
| 3M | -2.3% | +3.9% | -6.2% | -2.4% |
| 6M | +4.5% | -4.2% | +8.7% | +4.1% |
| YTD | +10.1% | -21.1% | +31.2% | +9.6% |
| 1Y | +25.9% | -67.1% | +93.0% | +31.1% |
| All | +25.9% | -68.0% | +93.9% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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