-38.6%
PDD vs BNY
+45.2%
-83.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +2.0% |
| 7D | +6.0% | +2.8% | +3.3% | +5.5% |
| 30D | +5.5% | +6.7% | -1.2% | +4.0% |
| 3M | -9.8% | -2.2% | -7.6% | -9.3% |
| 6M | -16.0% | +16.8% | -32.8% | -21.5% |
| YTD | -27.6% | +33.9% | -61.4% | -36.8% |
| 1Y | -38.6% | +43.9% | -82.5% | -48.6% |
| All | -38.6% | +45.2% | -83.8% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling