+1,803.3%
SMH vs PLD
+238.6%
+1,564.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.8% |
| 7D | +5.2% | -0.9% | +6.1% | +5.6% |
| 30D | -1.5% | -1.2% | -0.3% | -1.0% |
| 3M | -4.1% | -2.3% | -1.8% | -3.8% |
| 6M | +50.8% | +4.5% | +46.2% | +45.8% |
| YTD | +59.3% | +10.1% | +49.2% | +49.4% |
| 1Y | +94.1% | +25.9% | +68.2% | +68.9% |
| 3Y | +286.7% | +24.4% | +262.3% | +227.3% |
| 5Y | +339.4% | +15.5% | +324.0% | +280.8% |
| 10Y | +1,803.3% | +240.3% | +1,563.0% | +899.9% |
| All | +1,803.3% | +238.6% | +1,564.7% | +899.9% |
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