+197.4%
PDD vs BWA
+47.6%
+149.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.6% | -0.7% |
| 7D | -1.0% | -2.4% | +1.5% | -0.4% |
| 30D | -2.4% | -17.7% | +15.3% | +4.5% |
| 3M | -14.6% | -27.0% | +12.4% | -4.8% |
| 6M | -19.6% | -17.3% | -2.3% | -16.1% |
| YTD | -30.0% | +12.9% | -42.8% | -37.3% |
| 1Y | -42.5% | +12.9% | -55.4% | -48.7% |
| 3Y | -27.2% | +62.1% | -89.3% | -46.3% |
| 5Y | -8.2% | +30.7% | -38.9% | -27.6% |
| All | +197.4% | +47.6% | +149.7% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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