+247.2%
HD vs PLD
+254.7%
-7.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.5% |
| 7D | +5.2% | +0.8% | +4.4% | +4.8% |
| 30D | +20.7% | +0.5% | +20.3% | +20.3% |
| 3M | +0.8% | -5.5% | +6.3% | +3.7% |
| 6M | +12.2% | -8.3% | +20.6% | +16.8% |
| YTD | +4.2% | +4.3% | -0.1% | +1.2% |
| 1Y | -2.6% | +7.4% | -10.0% | -6.9% |
| 3Y | +30.0% | +37.1% | -7.0% | +6.4% |
| 5Y | +8.1% | +1.3% | +6.8% | +1.7% |
| 10Y | +247.2% | +267.4% | -20.2% | +92.4% |
| All | +247.2% | +254.7% | -7.5% | +92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling