-3.3%
PDD vs AXON
+71.5%
-74.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | -2.4% |
| 7D | -1.4% | -28.7% | +27.3% | +4.9% |
| 30D | -1.0% | -28.3% | +27.3% | +5.2% |
| 3M | -12.3% | -46.9% | +34.6% | -1.4% |
| 6M | -18.5% | -24.9% | +6.4% | -16.3% |
| YTD | -29.0% | -46.6% | +17.6% | -22.3% |
| 1Y | -40.7% | -49.7% | +9.0% | -34.2% |
| 3Y | -25.7% | +40.6% | -66.2% | -52.4% |
| 5Y | -3.3% | +71.9% | -75.2% | -45.8% |
| All | -3.3% | +71.5% | -74.8% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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