+231.7%
PLD vs HDB
+57.5%
+174.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.8% |
| 7D | -0.8% | +13.3% | -14.1% | -4.4% |
| 30D | -0.3% | +13.6% | -13.8% | -4.1% |
| 3M | -8.0% | +5.8% | -13.8% | -9.9% |
| 6M | -9.8% | -1.9% | -7.9% | -10.0% |
| YTD | +1.8% | -31.2% | +33.0% | +12.6% |
| 1Y | +5.6% | -29.6% | +35.2% | +15.9% |
| 3Y | +33.3% | -10.1% | +43.4% | +33.1% |
| 5Y | +0.3% | -24.3% | +24.6% | +4.0% |
| All | +231.7% | +57.5% | +174.2% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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