-7.4%
PDD vs BAM
+80.8%
-88.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.1% |
| 7D | -7.6% | -2.0% | -5.6% | -7.0% |
| 30D | -5.4% | +13.7% | -19.1% | -9.8% |
| 3M | -12.9% | -4.8% | -8.2% | -11.8% |
| 6M | -19.0% | +7.6% | -26.6% | -22.0% |
| YTD | -31.6% | +1.2% | -32.8% | -32.9% |
| 1Y | -43.0% | -2.3% | -40.7% | -43.4% |
| 3Y | -28.9% | +84.1% | -113.0% | -49.5% |
| All | -7.4% | +80.8% | -88.2% | -34.3% |
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