+272.2%
PLD vs SPMO
+469.5%
-197.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.7% | -2.4% |
| 7D | -1.0% | +1.8% | -2.8% | -2.5% |
| 30D | -1.8% | -10.0% | +8.2% | +4.6% |
| 3M | -6.0% | -9.4% | +3.3% | -0.7% |
| 6M | -8.4% | -7.7% | -0.7% | -6.7% |
| YTD | +4.2% | +13.3% | -9.1% | -9.3% |
| 1Y | +6.2% | +12.7% | -6.5% | -7.4% |
| 3Y | +37.0% | +127.5% | -90.5% | -33.6% |
| 5Y | +1.2% | +119.7% | -118.5% | -49.7% |
| 10Y | +272.2% | +469.5% | -197.3% | -2.2% |
| All | +272.2% | +469.5% | -197.3% | -2.2% |
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