+314.7%
SPYM vs PLD
+238.6%
+76.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | +0.6% | -0.9% | +1.4% | +0.9% |
| 30D | -0.9% | -1.2% | +0.3% | -0.5% |
| 3M | +3.9% | -2.3% | +6.2% | +4.5% |
| 6M | +14.5% | +4.5% | +10.0% | +11.7% |
| YTD | +13.0% | +10.1% | +2.9% | +7.5% |
| 1Y | +19.4% | +25.9% | -6.5% | +6.9% |
| 3Y | +78.9% | +24.4% | +54.5% | +56.2% |
| 5Y | +82.3% | +15.5% | +66.9% | +61.0% |
| 10Y | +314.7% | +240.3% | +74.4% | +136.5% |
| All | +314.7% | +238.6% | +76.1% | +136.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling