-0.3%
PDD vs ASX
+431.2%
-431.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.4% | -7.5% | -3.3% |
| 7D | +5.6% | -19.9% | +25.5% | +12.4% |
| 30D | +5.8% | -30.9% | +36.6% | +17.4% |
| 3M | -8.6% | -15.1% | +6.5% | -7.6% |
| 6M | -18.8% | -6.5% | -12.4% | -26.2% |
| YTD | -26.8% | +98.4% | -125.2% | -56.1% |
| 1Y | -39.3% | +107.9% | -147.1% | -64.6% |
| 3Y | -22.5% | +325.3% | -347.8% | -74.5% |
| All | -0.3% | +431.2% | -431.4% | -73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling