+211.0%
PDD vs BEN
+50.2%
+160.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.7% | -5.8% | -2.7% |
| 7D | +5.6% | +6.6% | -1.0% | +3.1% |
| 30D | +5.8% | +3.8% | +1.9% | +4.1% |
| 3M | -8.6% | +0.2% | -8.8% | -9.0% |
| 6M | -18.8% | +10.4% | -29.3% | -22.2% |
| YTD | -26.8% | +46.2% | -72.9% | -36.7% |
| 1Y | -39.3% | +52.3% | -91.5% | -48.3% |
| 3Y | -22.5% | +65.9% | -88.4% | -37.8% |
| 5Y | -0.8% | +20.6% | -21.3% | -13.7% |
| All | +211.0% | +50.2% | +160.8% | +177.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling