+56.5%
IBIT vs PDD
-47.7%
+104.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.3% |
| 7D | -5.4% | -1.0% | -4.4% | -5.3% |
| 30D | -10.5% | -2.4% | -8.1% | -10.2% |
| 3M | +15.0% | -14.6% | +29.7% | +17.2% |
| 6M | -8.3% | -19.6% | +11.3% | -6.2% |
| YTD | -16.1% | -30.0% | +13.9% | -12.9% |
| 1Y | -30.8% | -42.5% | +11.8% | -26.8% |
| All | +56.5% | -47.7% | +104.2% | +62.5% |
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