+257.2%
PLD vs HDB
+63.5%
+193.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +1.3% | +2.7% | -1.4% | +0.5% |
| 30D | -1.4% | +14.1% | -15.5% | -5.3% |
| 3M | -8.2% | +11.8% | -20.0% | -11.5% |
| 6M | -8.0% | +8.2% | -16.2% | -10.8% |
| YTD | +3.2% | -29.3% | +32.5% | +13.3% |
| 1Y | +7.0% | -28.8% | +35.8% | +17.2% |
| 3Y | +38.3% | -7.5% | +45.8% | +37.0% |
| 5Y | +0.2% | -23.1% | +23.2% | +3.5% |
| All | +257.2% | +63.5% | +193.7% | +209.9% |
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