+215.0%
PDD vs DOW
-5.2%
+220.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.7% | -2.4% |
| 7D | -7.6% | +3.7% | -11.3% | -8.5% |
| 30D | -5.4% | +16.3% | -21.7% | -9.3% |
| 3M | -12.9% | +9.7% | -22.6% | -15.4% |
| 6M | -19.0% | -14.1% | -4.9% | -16.3% |
| YTD | -31.6% | +46.6% | -78.2% | -41.0% |
| 1Y | -43.0% | +56.8% | -99.8% | -52.0% |
| 3Y | -28.9% | -20.4% | -8.5% | -27.6% |
| 5Y | -18.4% | -27.4% | +9.0% | -14.9% |
| All | +215.0% | -5.2% | +220.2% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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