-25.0%
PDD vs EQX
+73.3%
-98.3%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | 0.0% |
| 7D | -4.6% | -7.0% | +2.4% | -3.4% |
| 30D | -14.0% | +4.8% | -18.8% | -14.9% |
| 3M | -4.9% | +25.6% | -30.5% | -9.6% |
| 6M | -25.8% | -25.8% | +0.1% | -22.6% |
| YTD | -31.4% | -12.7% | -18.6% | -31.3% |
| 1Y | -37.6% | +14.1% | -51.6% | -41.3% |
| 3Y | -18.4% | +165.7% | -184.1% | -40.8% |
| 5Y | -25.0% | +81.2% | -106.2% | -39.9% |
| All | -25.0% | +73.3% | -98.3% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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