+207.9%
PDD vs BEN
+53.1%
+154.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -0.5% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | -9.6% | -0.5% | -9.1% | -9.5% |
| 3M | -4.3% | +9.7% | -14.0% | -7.6% |
| 6M | -18.8% | +33.9% | -52.7% | -27.2% |
| YTD | -27.5% | +49.0% | -76.5% | -37.5% |
| 1Y | -33.6% | +42.1% | -75.7% | -42.0% |
| 3Y | -20.4% | +51.9% | -72.3% | -33.8% |
| 5Y | -19.6% | +39.0% | -58.6% | -31.8% |
| All | +207.9% | +53.1% | +154.8% | +174.3% |
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