+1.2%
PLD vs HDB
-22.2%
+23.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -1.0% | +6.9% | -8.0% | -2.8% |
| 30D | -1.8% | +15.2% | -17.1% | -5.6% |
| 3M | -6.0% | +11.7% | -17.8% | -9.1% |
| 6M | -8.4% | +7.5% | -15.9% | -10.7% |
| YTD | +4.2% | -28.8% | +33.0% | +13.7% |
| 1Y | +6.2% | -29.1% | +35.3% | +15.9% |
| 3Y | +37.0% | -7.0% | +44.0% | +35.0% |
| 5Y | +1.2% | -22.1% | +23.2% | +3.7% |
| All | +1.2% | -22.2% | +23.3% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling