-26.4%
SPOT vs PLD
+27.5%
-53.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.4% | -2.6% |
| 7D | -2.9% | -0.9% | -2.0% | -2.8% |
| 30D | +8.3% | -1.2% | +9.5% | +8.4% |
| 3M | +5.1% | -2.3% | +7.4% | +5.4% |
| 6M | -6.5% | +4.5% | -11.0% | -7.1% |
| YTD | -9.0% | +10.1% | -19.1% | -8.0% |
| 1Y | -26.4% | +25.9% | -52.3% | -23.9% |
| All | -26.4% | +27.5% | -53.9% | -23.9% |
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 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