+25.1%
PLD vs SPMO
+28.5%
-3.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -0.7% | +2.7% | -3.4% | -0.8% |
| 30D | -2.2% | +1.1% | -3.3% | -2.3% |
| 3M | -7.4% | +2.0% | -9.4% | -8.5% |
| 6M | +1.9% | +26.5% | -24.6% | -7.3% |
| YTD | +7.9% | +26.5% | -18.6% | -1.8% |
| 1Y | +25.1% | +27.9% | -2.9% | +14.9% |
| All | +25.1% | +28.5% | -3.4% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling