-18.7%
PDD vs AFRM
+232.3%
-251.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.0% |
| 7D | -4.1% | -7.0% | +2.9% | -3.4% |
| 30D | -9.6% | -7.8% | -1.8% | -9.0% |
| 3M | -4.3% | +5.3% | -9.6% | -5.1% |
| 6M | -18.8% | +42.6% | -61.4% | -22.2% |
| YTD | -27.5% | -2.8% | -24.7% | -28.1% |
| 1Y | -33.6% | -19.3% | -14.3% | -33.4% |
| All | -18.7% | +232.3% | -251.0% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 3y: compounded portfolio wealth divided by compounded AFRM 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…
3y analysis · Full analysis span regression · 6 months rolling