+257.2%
PLD vs SPMO
+460.5%
-203.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +1.1% |
| 7D | +1.3% | +6.3% | -5.0% | -2.7% |
| 30D | -1.4% | -8.9% | +7.5% | +4.2% |
| 3M | -8.2% | -13.2% | +5.1% | -0.1% |
| 6M | -8.0% | -9.3% | +1.3% | -5.2% |
| YTD | +3.2% | +11.6% | -8.4% | -9.4% |
| 1Y | +7.0% | +13.4% | -6.4% | -7.3% |
| 3Y | +38.3% | +122.9% | -84.6% | -32.0% |
| 5Y | +0.2% | +113.9% | -113.7% | -49.3% |
| All | +257.2% | +460.5% | -203.3% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling