-8.2%
PDD vs ASX
+497.4%
-505.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.6% | -2.4% |
| 7D | -1.0% | -9.1% | +8.2% | +0.8% |
| 30D | -2.4% | -23.6% | +21.2% | +4.6% |
| 3M | -14.6% | -5.6% | -9.0% | -16.8% |
| 6M | -19.6% | +4.7% | -24.3% | -29.7% |
| YTD | -30.0% | +122.6% | -152.6% | -59.9% |
| 1Y | -42.5% | +133.0% | -175.5% | -67.9% |
| 3Y | -27.2% | +367.1% | -394.3% | -76.8% |
| 5Y | -8.2% | +504.7% | -513.0% | -77.2% |
| All | -8.2% | +497.4% | -505.7% | -77.2% |
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