+1,747.8%
PLD vs SMTC
+2,060.9%
-313.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +9.2% | -10.0% | -2.2% |
| 7D | -2.4% | +12.7% | -15.1% | -4.4% |
| 30D | -2.4% | +22.0% | -24.4% | -6.3% |
| 3M | -3.8% | -12.7% | +8.9% | -3.9% |
| 6M | 0.0% | +64.8% | -64.8% | -11.3% |
| YTD | +9.2% | +100.7% | -91.5% | -6.8% |
| 1Y | +25.9% | +146.9% | -121.0% | +2.7% |
| 3Y | +21.3% | +456.8% | -435.5% | -22.6% |
| 5Y | +14.1% | +89.2% | -75.1% | -14.6% |
| 10Y | +237.9% | +426.9% | -189.0% | +99.8% |
| All | +1,747.8% | +2,060.9% | -313.1% | +799.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling