+211.0%
PDD vs AA
-2.3%
+213.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | -1.8% |
| 7D | +5.6% | +0.9% | +4.7% | +5.3% |
| 30D | +5.8% | -6.7% | +12.5% | +7.3% |
| 3M | -8.6% | -16.3% | +7.7% | -5.1% |
| 6M | -18.8% | -37.1% | +18.3% | -10.8% |
| YTD | -26.8% | -25.0% | -1.8% | -24.2% |
| 1Y | -39.3% | +8.6% | -47.9% | -43.2% |
| 3Y | -22.5% | +57.2% | -79.7% | -37.5% |
| 5Y | -0.8% | -13.0% | +12.3% | -8.6% |
| All | +211.0% | -2.3% | +213.3% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling