+304.7%
SPOT vs PLD
+162.2%
+142.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.5% |
| 7D | +1.6% | -0.8% | +2.4% | +1.9% |
| 30D | +17.6% | -0.3% | +17.8% | +17.6% |
| 3M | +26.9% | -8.0% | +35.0% | +30.2% |
| 6M | +41.8% | -9.8% | +51.6% | +46.0% |
| YTD | +3.8% | +1.8% | +2.1% | +2.6% |
| 1Y | -2.5% | +5.6% | -8.1% | -4.8% |
| 3Y | +260.6% | +33.3% | +227.3% | +214.0% |
| 5Y | +108.6% | +0.3% | +108.3% | +97.2% |
| All | +304.7% | +162.2% | +142.5% | +166.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling