+197.4%
PDD vs BUD
-4.3%
+201.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.8% |
| 7D | -1.0% | +6.0% | -7.0% | -3.2% |
| 30D | -2.4% | +11.3% | -13.7% | -6.4% |
| 3M | -14.6% | +3.6% | -18.2% | -16.0% |
| 6M | -19.6% | +7.7% | -27.3% | -22.5% |
| YTD | -30.0% | +36.4% | -66.3% | -38.9% |
| 1Y | -42.5% | +37.8% | -80.4% | -50.1% |
| 3Y | -27.2% | +51.2% | -78.4% | -40.2% |
| 5Y | -8.2% | +53.4% | -61.6% | -25.2% |
| All | +197.4% | -4.3% | +201.6% | +196.5% |
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