+148.6%
PLD vs PDD
+198.0%
-49.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | 0.0% |
| 7D | +1.3% | -4.9% | +6.2% | +1.7% |
| 30D | -1.4% | -3.0% | +1.7% | -1.2% |
| 3M | -8.2% | -6.2% | -2.0% | -7.8% |
| 6M | -8.0% | -20.7% | +12.7% | -6.8% |
| YTD | +3.2% | -30.4% | +33.5% | +5.3% |
| 1Y | +7.0% | -41.3% | +48.3% | +10.4% |
| 3Y | +38.3% | -27.7% | +66.0% | +38.6% |
| 5Y | +0.2% | -16.9% | +17.1% | -4.1% |
| All | +148.6% | +198.0% | -49.4% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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