+15.2%
PLD vs PDD
-22.7%
+37.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -2.4% | -4.1% | +1.7% | -2.1% |
| 30D | -2.4% | -9.6% | +7.2% | -1.8% |
| 3M | -3.8% | -4.3% | +0.5% | -3.6% |
| 6M | 0.0% | -18.8% | +18.8% | +1.3% |
| YTD | +9.2% | -27.5% | +36.7% | +11.4% |
| 1Y | +25.9% | -33.6% | +59.5% | +29.2% |
| 3Y | +21.3% | -20.4% | +41.7% | +20.6% |
| All | +15.2% | -22.7% | +37.9% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling