+227.1%
PDD vs DOW
-11.5%
+238.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.7% |
| 7D | -1.4% | -9.4% | +8.0% | +1.1% |
| 30D | -1.0% | +8.9% | -10.0% | -3.5% |
| 3M | -12.3% | +6.7% | -19.0% | -14.2% |
| 6M | -18.5% | -14.2% | -4.3% | -15.9% |
| YTD | -29.0% | +36.9% | -65.9% | -37.6% |
| 1Y | -40.7% | +45.8% | -86.5% | -49.0% |
| 3Y | -25.7% | -23.9% | -1.8% | -23.5% |
| 5Y | -3.3% | -30.8% | +27.5% | +2.2% |
| All | +227.1% | -11.5% | +238.6% | +217.9% |
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