+317.0%
PLD vs SPMO
+459.7%
-142.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.3% |
| 7D | -0.8% | -8.7% | +7.9% | +4.9% |
| 30D | -0.3% | -18.7% | +18.4% | +13.5% |
| 3M | -8.0% | -16.4% | +8.4% | +2.5% |
| 6M | -9.8% | -11.9% | +2.1% | -5.6% |
| YTD | +1.8% | +4.9% | -3.1% | -6.6% |
| 1Y | +5.6% | +6.2% | -0.6% | -4.3% |
| 3Y | +33.3% | +115.1% | -81.8% | -32.2% |
| 5Y | +0.3% | +102.2% | -101.9% | -46.6% |
| 10Y | +241.6% | +422.3% | -180.7% | +1.2% |
| All | +317.0% | +459.7% | -142.6% | +19.1% |
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 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