-27.7%
PDD vs ASX
+366.9%
-394.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.1% |
| 7D | -4.9% | +12.4% | -17.3% | -6.4% |
| 30D | -3.0% | -19.8% | +16.8% | -0.8% |
| 3M | -6.2% | -10.3% | +4.1% | -6.2% |
| 6M | -20.7% | +1.2% | -21.9% | -24.7% |
| YTD | -30.4% | +123.0% | -153.4% | -47.6% |
| 1Y | -41.3% | +145.4% | -186.7% | -57.0% |
| 3Y | -27.7% | +368.6% | -396.3% | -54.8% |
| All | -27.7% | +366.9% | -394.6% | -54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling