+197.4%
PDD vs ASX
+1,005.6%
-808.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.6% | -2.5% |
| 7D | -1.0% | -9.1% | +8.2% | +0.7% |
| 30D | -2.4% | -23.6% | +21.2% | +4.6% |
| 3M | -14.6% | -5.6% | -9.0% | -16.7% |
| 6M | -19.6% | +4.7% | -24.3% | -28.9% |
| YTD | -30.0% | +122.6% | -152.6% | -57.0% |
| 1Y | -42.5% | +133.0% | -175.5% | -65.5% |
| 3Y | -27.2% | +367.1% | -394.3% | -71.1% |
| 5Y | -8.2% | +504.7% | -513.0% | -68.2% |
| All | +197.4% | +1,005.6% | -808.2% | -17.8% |
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