+1.5%
PLD vs PDD
-3.5%
+5.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.3% |
| 7D | +0.4% | +5.9% | -5.5% | 0.0% |
| 30D | -0.1% | +7.1% | -7.2% | -0.6% |
| 3M | -7.9% | -7.7% | -0.3% | -7.5% |
| 6M | -7.0% | -13.2% | +6.3% | -6.2% |
| YTD | +3.1% | -26.0% | +29.0% | +5.0% |
| 1Y | +7.1% | -38.4% | +45.5% | +10.4% |
| 3Y | +32.9% | -21.1% | +54.0% | +32.2% |
| 5Y | +1.5% | +0.3% | +1.2% | -1.4% |
| All | +1.5% | -3.5% | +5.0% | -1.4% |
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