+236.9%
PLD vs JD
+25.4%
+211.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.0% |
| 7D | -2.4% | -1.7% | -0.7% | -2.2% |
| 30D | -2.4% | -13.2% | +10.7% | -0.6% |
| 3M | -3.8% | -3.2% | -0.6% | -3.5% |
| 6M | 0.0% | +15.2% | -15.2% | -2.4% |
| YTD | +9.2% | +2.0% | +7.3% | +8.3% |
| 1Y | +25.9% | -5.4% | +31.3% | +26.0% |
| 3Y | +21.3% | -9.1% | +30.4% | +18.5% |
| 5Y | +14.1% | -59.6% | +73.7% | +20.1% |
| All | +236.9% | +25.4% | +211.5% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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