-13.6%
PDD vs ALHC
-66.2%
+52.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.7% | +2.0% |
| 7D | -4.9% | +0.3% | -5.2% | -4.9% |
| 30D | -3.0% | -10.6% | +7.5% | -2.2% |
| 3M | -6.2% | -45.3% | +39.1% | -1.0% |
| 6M | -20.7% | -59.7% | +39.0% | -14.8% |
| YTD | -30.4% | -62.7% | +32.4% | -25.1% |
| 1Y | -41.3% | -56.1% | +14.8% | -38.3% |
| 3Y | -27.7% | +21.3% | -49.0% | -43.7% |
| All | -13.6% | -66.2% | +52.7% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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