+195.9%
PDD vs ASX
+1,078.5%
-882.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.6% | -7.1% | -2.8% |
| 7D | -3.8% | +0.8% | -4.6% | -5.7% |
| 30D | -2.4% | -20.4% | +18.1% | +3.2% |
| 3M | -12.7% | -2.1% | -10.5% | -15.8% |
| 6M | -20.0% | +8.2% | -28.2% | -29.9% |
| YTD | -30.3% | +137.3% | -167.6% | -58.2% |
| 1Y | -42.4% | +155.0% | -197.4% | -66.6% |
| 3Y | -27.5% | +397.9% | -425.5% | -71.9% |
| 5Y | -14.9% | +529.2% | -544.2% | -71.0% |
| All | +195.9% | +1,078.5% | -882.6% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling