+347.6%
PLD vs SPMO
+572.4%
-224.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.8% |
| 7D | -2.4% | +2.0% | -4.4% | -3.7% |
| 30D | -2.4% | -0.4% | -2.1% | -2.3% |
| 3M | -3.8% | -1.9% | -1.9% | -4.6% |
| 6M | 0.0% | +25.0% | -25.0% | -17.3% |
| YTD | +9.2% | +26.0% | -16.8% | -10.5% |
| 1Y | +25.9% | +28.7% | -2.8% | +1.2% |
| 3Y | +21.3% | +160.9% | -139.6% | -45.2% |
| 5Y | +14.1% | +147.9% | -133.8% | -46.6% |
| 10Y | +237.9% | +518.9% | -281.1% | -10.1% |
| All | +347.6% | +572.4% | -224.9% | +14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling