+236.9%
PLD vs HDB
+38.3%
+198.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -2.4% | -2.8% | +0.4% | -1.7% |
| 3M | -3.8% | -3.5% | -0.3% | -3.2% |
| 6M | 0.0% | -24.7% | +24.7% | +8.2% |
| YTD | +9.2% | -36.6% | +45.8% | +24.2% |
| 1Y | +25.9% | -34.4% | +60.3% | +41.6% |
| 3Y | +21.3% | -24.4% | +45.7% | +28.2% |
| 5Y | +14.1% | -35.4% | +49.5% | +24.5% |
| All | +236.9% | +38.3% | +198.6% | +205.1% |
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