+1,524.2%
SMH vs PLD
+268.0%
+1,256.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.4% |
| 7D | +12.1% | 0.0% | +12.1% | +12.1% |
| 30D | -14.7% | -3.7% | -10.9% | -13.0% |
| 3M | -14.2% | -7.9% | -6.3% | -10.6% |
| 6M | -10.6% | -9.2% | -1.4% | -7.1% |
| YTD | +39.3% | +3.1% | +36.3% | +35.0% |
| 1Y | +41.6% | +6.2% | +35.4% | +34.9% |
| 3Y | +223.4% | +35.4% | +187.9% | +159.5% |
| 5Y | +243.5% | +0.1% | +243.4% | +221.1% |
| All | +1,524.2% | +268.0% | +1,256.1% | +726.3% |
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