-42.3%
PDD vs AMIX
-92.4%
+50.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.4% | +6.6% | -1.8% |
| 7D | -7.6% | -10.9% | +3.2% | -7.6% |
| 30D | -5.4% | -55.0% | +49.6% | -5.0% |
| 3M | -12.9% | -82.0% | +69.1% | -12.2% |
| 6M | -19.0% | -80.4% | +61.4% | -18.7% |
| YTD | -31.6% | -88.3% | +56.6% | -31.1% |
| All | -42.3% | -92.4% | +50.0% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling