+46.2%
IBIT vs PDD
-48.0%
+94.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -3.8% |
| 7D | -9.2% | -4.9% | -4.3% | -8.6% |
| 30D | -15.8% | -3.0% | -12.7% | -15.5% |
| 3M | +8.5% | -6.2% | +14.7% | +9.3% |
| 6M | -13.7% | -20.7% | +7.0% | -11.5% |
| YTD | -21.6% | -30.4% | +8.8% | -18.6% |
| 1Y | -30.0% | -41.3% | +11.3% | -26.1% |
| All | +46.2% | -48.0% | +94.2% | +51.9% |
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