+201.5%
PDD vs BEN
+59.7%
+141.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.3% | -9.4% | -5.2% |
| 7D | -1.4% | +12.2% | -13.6% | -5.6% |
| 30D | -1.0% | +12.1% | -13.1% | -5.2% |
| 3M | -12.3% | +7.3% | -19.6% | -14.8% |
| 6M | -18.5% | +17.9% | -36.4% | -23.7% |
| YTD | -29.0% | +55.4% | -84.4% | -39.9% |
| 1Y | -40.7% | +69.3% | -110.1% | -51.4% |
| 3Y | -25.7% | +82.8% | -108.5% | -42.4% |
| 5Y | -3.3% | +28.8% | -32.1% | -17.8% |
| All | +201.5% | +59.7% | +141.8% | +163.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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