+191.4%
PDD vs AZO
+305.7%
-114.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -5.4% | -3.6% | -1.8% | -4.5% |
| 30D | -12.6% | -5.6% | -7.1% | -11.5% |
| 3M | -4.3% | -6.6% | +2.4% | -3.0% |
| 6M | -24.4% | -22.5% | -1.9% | -20.2% |
| YTD | -31.4% | -15.2% | -16.2% | -29.3% |
| 1Y | -38.1% | -33.9% | -4.2% | -32.4% |
| 3Y | -20.1% | +11.8% | -31.9% | -25.4% |
| 5Y | -25.0% | +85.5% | -110.5% | -41.0% |
| All | +191.4% | +305.7% | -114.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling