-42.5%
PDD vs BAM
+3.7%
-46.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.0% |
| 7D | -1.0% | +5.0% | -5.9% | -2.4% |
| 30D | -2.4% | +16.6% | -19.0% | -6.6% |
| 3M | -14.6% | +2.2% | -16.8% | -15.8% |
| 6M | -19.6% | +9.7% | -29.3% | -22.6% |
| YTD | -30.0% | +5.2% | -35.2% | -32.0% |
| 1Y | -42.5% | +3.9% | -46.4% | -44.0% |
| All | -42.5% | +3.7% | -46.2% | -44.0% |
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