+272.2%
PLD vs JD
+31.1%
+241.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.6% | +0.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.1% |
| 30D | -1.8% | +4.2% | -6.1% | -2.5% |
| 3M | -6.0% | -12.8% | +6.7% | -4.4% |
| 6M | -8.4% | -8.8% | +0.4% | -7.6% |
| YTD | +4.2% | +0.5% | +3.7% | +3.5% |
| 1Y | +6.2% | -8.8% | +15.0% | +6.9% |
| 3Y | +37.0% | +18.6% | +18.4% | +28.6% |
| 5Y | +1.2% | -62.2% | +63.4% | +7.8% |
| 10Y | +272.2% | +32.2% | +240.0% | +217.4% |
| All | +272.2% | +31.1% | +241.1% | +217.4% |
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