-0.7%
PLD vs JD
-58.0%
+57.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.4% |
| 7D | -0.8% | +13.4% | -14.2% | -2.2% |
| 30D | -0.3% | +7.7% | -8.0% | -1.2% |
| 3M | -8.0% | -11.3% | +3.2% | -6.9% |
| 6M | -9.8% | -5.1% | -4.7% | -9.5% |
| YTD | +1.8% | +5.0% | -3.3% | +0.7% |
| 1Y | +5.6% | -5.6% | +11.2% | +5.8% |
| 3Y | +33.3% | +17.8% | +15.5% | +27.1% |
| All | -0.7% | -58.0% | +57.3% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling