+153.8%
PLD vs PDD
+210.0%
-56.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +1.6% |
| 7D | +4.9% | +6.0% | -1.1% | +4.5% |
| 30D | +2.6% | +5.5% | -2.9% | +2.2% |
| 3M | -4.8% | -9.8% | +5.0% | -4.2% |
| 6M | -3.9% | -16.0% | +12.1% | -3.0% |
| YTD | +5.3% | -27.6% | +32.9% | +7.2% |
| 1Y | +9.3% | -38.6% | +47.9% | +12.4% |
| 3Y | +35.8% | -22.8% | +58.6% | +35.5% |
| 5Y | +2.9% | -5.2% | +8.1% | -2.2% |
| All | +153.8% | +210.0% | -56.2% | +119.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling