+33.3%
PLD vs SMR
+43.9%
-10.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +16.2% | -17.5% | -1.9% |
| 7D | -0.8% | -9.6% | +8.8% | -0.5% |
| 30D | -0.3% | -33.8% | +33.5% | +1.2% |
| 3M | -8.0% | -46.4% | +38.3% | -6.1% |
| 6M | -9.8% | -62.4% | +52.6% | -6.9% |
| YTD | +1.8% | -64.1% | +65.9% | +4.4% |
| 1Y | +5.6% | -84.3% | +90.0% | +12.3% |
| 3Y | +33.3% | +55.8% | -22.6% | +12.2% |
| All | +33.3% | +43.9% | -10.6% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling