-35.5%
PDD vs AMIX
-100.0%
+64.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.6% | +7.8% | +2.2% |
| 7D | +5.9% | -25.5% | +31.4% | +6.0% |
| 30D | +7.1% | -56.2% | +63.3% | +7.5% |
| 3M | -7.7% | -87.4% | +79.8% | -6.7% |
| 6M | -13.2% | -80.9% | +67.7% | -13.7% |
| YTD | -26.0% | -86.8% | +60.9% | -26.3% |
| 1Y | -38.4% | -91.3% | +52.9% | -38.5% |
| All | -35.5% | -100.0% | +64.5% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling