-0.7%
PLD vs SPMO
+101.1%
-101.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.0% |
| 7D | -0.8% | -8.7% | +7.9% | +3.6% |
| 30D | -0.3% | -18.7% | +18.4% | +10.4% |
| 3M | -8.0% | -16.4% | +8.4% | +0.1% |
| 6M | -9.8% | -11.9% | +2.1% | -7.1% |
| YTD | +1.8% | +4.9% | -3.1% | -6.9% |
| 1Y | +5.6% | +6.2% | -0.6% | -4.4% |
| 3Y | +33.3% | +115.1% | -81.8% | -33.6% |
| All | -0.7% | +101.1% | -101.8% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling