-22.5%
PDD vs DOW
-24.9%
+2.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.7% |
| 7D | +5.6% | -9.5% | +15.1% | +7.7% |
| 30D | +5.8% | +13.1% | -7.3% | +2.9% |
| 3M | -8.6% | +4.8% | -13.4% | -9.9% |
| 6M | -18.8% | -16.7% | -2.2% | -16.0% |
| YTD | -26.8% | +38.9% | -65.6% | -36.3% |
| 1Y | -39.3% | +48.3% | -87.6% | -48.6% |
| 3Y | -22.5% | -24.4% | +1.9% | -13.2% |
| All | -22.5% | -24.9% | +2.5% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling