-22.5%
PDD vs AFRM
+203.8%
-226.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.9% |
| 7D | +5.6% | -7.3% | +12.9% | +6.4% |
| 30D | +5.8% | -9.6% | +15.3% | +6.7% |
| 3M | -8.6% | -11.1% | +2.5% | -7.9% |
| 6M | -18.8% | +3.9% | -22.7% | -19.8% |
| YTD | -26.8% | -8.5% | -18.3% | -27.1% |
| 1Y | -39.3% | +3.3% | -42.5% | -40.4% |
| 3Y | -22.5% | +213.7% | -236.2% | -38.1% |
| All | -22.5% | +203.8% | -226.3% | -38.1% |
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