+24.4%
PLD vs SPMO
+161.5%
-137.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -0.9% | +3.4% | -4.2% | -2.1% |
| 30D | -1.2% | +0.5% | -1.7% | -1.5% |
| 3M | -2.3% | +1.9% | -4.2% | -4.3% |
| 6M | +4.5% | +27.8% | -23.3% | -9.6% |
| YTD | +10.1% | +26.7% | -16.5% | -4.4% |
| 1Y | +25.9% | +28.9% | -3.0% | +8.0% |
| 3Y | +24.4% | +160.7% | -136.3% | -40.1% |
| All | +24.4% | +161.5% | -137.1% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling