-22.9%
SPOT vs PLD
+27.5%
-50.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.4% | -3.1% |
| 7D | -0.9% | -2.4% | +1.5% | -0.7% |
| 30D | +12.5% | -2.4% | +14.9% | +12.8% |
| 3M | +9.9% | -3.8% | +13.7% | +10.4% |
| 6M | +1.6% | 0.0% | +1.5% | +1.1% |
| YTD | -6.6% | +9.2% | -15.8% | -5.6% |
| 1Y | -22.9% | +25.9% | -48.8% | -20.4% |
| All | -22.9% | +27.5% | -50.4% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling