-27.7%
PDD vs DOW
-20.1%
-7.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | -4.9% | +5.2% | -10.1% | -5.9% |
| 30D | -3.0% | +13.2% | -16.2% | -5.7% |
| 3M | -6.2% | +10.1% | -16.3% | -8.4% |
| 6M | -20.7% | -13.1% | -7.6% | -18.5% |
| YTD | -30.4% | +46.1% | -76.5% | -40.1% |
| 1Y | -41.3% | +50.0% | -91.3% | -50.1% |
| 3Y | -27.7% | -20.2% | -7.5% | -21.4% |
| All | -27.7% | -20.1% | -7.6% | -21.4% |
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