+234.1%
PDD vs DOW
-15.8%
+249.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +1.5% |
| 7D | -4.1% | -2.4% | -1.7% | -3.5% |
| 30D | -9.6% | +0.4% | -10.0% | -9.9% |
| 3M | -4.3% | -14.4% | +10.1% | -0.7% |
| 6M | -18.8% | -7.0% | -11.8% | -19.0% |
| YTD | -27.5% | +30.2% | -57.7% | -35.2% |
| 1Y | -33.6% | +29.2% | -62.8% | -41.0% |
| 3Y | -20.4% | -36.7% | +16.3% | -13.3% |
| 5Y | -19.6% | -37.7% | +18.1% | -12.7% |
| All | +234.1% | -15.8% | +249.9% | +230.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling