-39.3%
PDD vs BAM
+2.7%
-41.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | +5.6% | +9.7% | -4.1% | +2.7% |
| 30D | +5.8% | +19.0% | -13.2% | +0.7% |
| 3M | -8.6% | +0.6% | -9.2% | -9.4% |
| 6M | -18.8% | +11.1% | -29.9% | -22.4% |
| YTD | -26.8% | +4.2% | -31.0% | -28.6% |
| 1Y | -39.3% | +3.3% | -42.6% | -40.7% |
| All | -39.3% | +2.7% | -41.9% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling