+1,809.0%
SMCI vs PLD
+244.1%
+1,564.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.2% |
| 7D | +9.7% | -0.9% | +10.5% | +10.2% |
| 30D | +29.3% | -1.2% | +30.5% | +30.2% |
| 3M | -8.5% | -2.3% | -6.2% | -8.2% |
| 6M | +28.6% | +4.5% | +24.1% | +25.1% |
| YTD | +37.5% | +10.1% | +27.4% | +29.8% |
| 1Y | +0.5% | +25.9% | -25.3% | -12.2% |
| 3Y | +43.4% | +24.4% | +19.0% | +23.8% |
| 5Y | +1,008.2% | +15.5% | +992.7% | +875.4% |
| All | +1,809.0% | +244.1% | +1,564.9% | +939.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling