+256.8%
PLD vs JD
+31.7%
+225.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.5% | +5.3% | +3.2% |
| 7D | +0.7% | +7.9% | -7.2% | -0.4% |
| 30D | +0.8% | +4.8% | -3.9% | +0.1% |
| 3M | -6.1% | -13.9% | +7.8% | -4.3% |
| 6M | -8.0% | -5.8% | -2.2% | -7.6% |
| YTD | +4.7% | +2.4% | +2.2% | +3.6% |
| 1Y | +7.2% | -7.5% | +14.7% | +7.7% |
| 3Y | +39.2% | +20.9% | +18.3% | +30.4% |
| 5Y | +1.9% | -58.0% | +59.9% | +6.6% |
| 10Y | +256.8% | +28.9% | +227.9% | +197.1% |
| All | +256.8% | +31.7% | +225.1% | +197.1% |
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