+39.7%
PLD vs SMTC
+772.6%
-732.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.3% | -10.4% | -0.8% |
| 7D | -1.0% | +12.9% | -13.9% | -2.0% |
| 30D | -1.8% | -25.6% | +23.7% | -0.2% |
| 3M | -6.0% | -4.5% | -1.5% | -6.9% |
| 6M | -8.4% | -8.3% | -0.1% | -9.8% |
| YTD | +4.2% | +69.9% | -65.7% | -3.9% |
| 1Y | +6.2% | +73.9% | -67.7% | -2.5% |
| All | +39.7% | +772.6% | -732.9% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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