-38.1%
PDD vs BNY
+59.3%
-97.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | -5.4% | -1.3% | -4.0% | -5.0% |
| 30D | -12.6% | -0.2% | -12.4% | -12.6% |
| 3M | -4.3% | +14.9% | -19.2% | -9.1% |
| 6M | -24.4% | +40.0% | -64.4% | -33.8% |
| YTD | -31.4% | +42.0% | -73.4% | -40.5% |
| 1Y | -38.1% | +56.9% | -95.0% | -48.3% |
| All | -38.1% | +59.3% | -97.4% | -48.3% |
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