-5.7%
PDD vs BAM
+81.2%
-86.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.8% |
| 7D | -4.9% | -2.7% | -2.2% | -4.0% |
| 30D | -3.0% | +15.5% | -18.6% | -8.1% |
| 3M | -6.2% | -6.9% | +0.7% | -4.1% |
| 6M | -20.7% | +9.9% | -30.6% | -24.2% |
| YTD | -30.4% | +1.4% | -31.7% | -31.7% |
| 1Y | -41.3% | +3.3% | -44.5% | -42.8% |
| 3Y | -27.7% | +83.6% | -111.3% | -48.6% |
| All | -5.7% | +81.2% | -86.9% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling