+201.5%
PDD vs BUD
-5.3%
+206.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.4% | -3.6% |
| 7D | -1.4% | +1.3% | -2.8% | -2.0% |
| 30D | -1.0% | +10.0% | -11.1% | -4.7% |
| 3M | -12.3% | +1.6% | -13.9% | -13.0% |
| 6M | -18.5% | +6.5% | -25.0% | -21.1% |
| YTD | -29.0% | +34.8% | -63.8% | -37.8% |
| 1Y | -40.7% | +36.5% | -77.2% | -48.4% |
| 3Y | -25.7% | +49.0% | -74.6% | -38.6% |
| 5Y | -3.3% | +51.7% | -55.0% | -20.9% |
| All | +201.5% | -5.3% | +206.8% | +202.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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