-19.3%
PDD vs AU
+604.2%
-623.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.1% | -1.5% |
| 7D | -4.4% | +0.6% | -5.1% | -4.5% |
| 30D | -15.5% | +12.3% | -27.8% | -16.3% |
| 3M | -4.1% | +29.4% | -33.4% | -6.2% |
| 6M | -23.4% | +3.2% | -26.6% | -24.2% |
| YTD | -30.7% | +31.8% | -62.5% | -32.3% |
| 1Y | -37.6% | +83.4% | -121.0% | -40.1% |
| All | -19.3% | +604.2% | -623.4% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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