+33.3%
PLD vs SPMO
+116.1%
-82.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.7% |
| 7D | -0.8% | -8.7% | +7.9% | +2.0% |
| 30D | -0.3% | -18.7% | +18.4% | +6.4% |
| 3M | -8.0% | -16.4% | +8.4% | -2.9% |
| 6M | -9.8% | -11.9% | +2.1% | -8.5% |
| YTD | +1.8% | +4.9% | -3.1% | -5.6% |
| 1Y | +5.6% | +6.2% | -0.6% | -2.9% |
| 3Y | +33.3% | +115.1% | -81.8% | -27.4% |
| All | +33.3% | +116.1% | -82.8% | -27.4% |
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