-0.3%
PDD vs BUD
+48.8%
-49.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.3% |
| 7D | +5.6% | +4.5% | +1.2% | +3.1% |
| 30D | +5.8% | +12.5% | -6.7% | -1.3% |
| 3M | -8.6% | 0.0% | -8.6% | -8.9% |
| 6M | -18.8% | +3.8% | -22.6% | -21.6% |
| YTD | -26.8% | +33.1% | -59.8% | -40.5% |
| 1Y | -39.3% | +35.5% | -74.8% | -51.4% |
| 3Y | -22.5% | +49.4% | -71.9% | -45.4% |
| All | -0.3% | +48.8% | -49.1% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling