+240.5%
SPOT vs PLD
+21.6%
+218.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.4% | -3.0% |
| 7D | -0.9% | -2.4% | +1.5% | -0.5% |
| 30D | +12.5% | -2.4% | +14.9% | +13.0% |
| 3M | +9.9% | -3.8% | +13.7% | +10.6% |
| 6M | +1.6% | 0.0% | +1.5% | +1.3% |
| YTD | -6.6% | +9.2% | -15.8% | -8.2% |
| 1Y | -22.9% | +25.9% | -48.8% | -26.5% |
| All | +240.5% | +21.6% | +218.8% | +213.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling