-36.8%
PDD vs AMIX
-99.9%
+63.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.7% |
| 7D | -4.1% | -13.7% | +9.7% | -4.0% |
| 30D | -9.6% | -62.1% | +52.5% | -9.2% |
| 3M | -4.3% | -46.2% | +41.9% | -5.3% |
| 6M | -18.8% | -46.4% | +27.7% | -19.7% |
| YTD | -27.5% | -60.3% | +32.8% | -28.2% |
| 1Y | -33.6% | -79.7% | +46.0% | -34.0% |
| All | -36.8% | -99.9% | +63.0% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling