-24.6%
PDD vs EQT
+194.7%
-219.3%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -4.4% | -2.0% | -2.4% | -4.1% |
| 30D | -15.5% | +1.0% | -16.5% | -15.6% |
| 3M | -4.1% | +4.0% | -8.1% | -4.9% |
| 6M | -23.4% | -11.7% | -11.7% | -22.0% |
| YTD | -30.7% | +2.8% | -33.5% | -31.4% |
| 1Y | -37.6% | +10.0% | -47.6% | -39.2% |
| 3Y | -17.5% | +34.1% | -51.7% | -24.8% |
| 5Y | -24.6% | +195.3% | -219.9% | -43.5% |
| All | -24.6% | +194.7% | -219.3% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling