-13.6%
PDD vs AVTR
-58.9%
+45.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | -4.9% | +0.5% | -5.3% | -5.0% |
| 30D | -3.0% | -1.0% | -2.0% | -3.0% |
| 3M | -6.2% | +12.2% | -18.4% | -9.2% |
| 6M | -20.7% | +97.5% | -118.2% | -34.4% |
| YTD | -30.4% | +35.6% | -66.0% | -36.5% |
| 1Y | -41.3% | +32.8% | -74.1% | -46.3% |
| 3Y | -27.7% | -16.5% | -11.2% | -31.4% |
| All | -13.6% | -58.9% | +45.4% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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