-28.0%
DHR vs PDD
-23.8%
-4.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | -5.4% | +1.7% | -3.2% |
| 30D | -2.7% | -12.6% | +9.9% | -1.7% |
| 3M | +10.9% | -4.3% | +15.2% | +11.3% |
| 6M | +3.0% | -24.4% | +27.4% | +5.1% |
| YTD | -12.2% | -31.4% | +19.2% | -9.8% |
| 1Y | +3.3% | -38.1% | +41.4% | +6.9% |
| 3Y | -8.2% | -20.1% | +11.9% | -8.7% |
| All | -28.0% | -23.8% | -4.2% | -31.6% |
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