+198.7%
PDD vs FIVN
-13.2%
+211.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.1% | +3.1% | -1.0% |
| 7D | -4.1% | -8.2% | +4.1% | -1.5% |
| 30D | -13.1% | -8.1% | -5.0% | -11.3% |
| 3M | -3.5% | +34.9% | -38.4% | -14.5% |
| 6M | -21.8% | +72.6% | -94.4% | -38.4% |
| YTD | -29.7% | +55.8% | -85.4% | -43.4% |
| 1Y | -36.2% | +17.1% | -53.4% | -43.7% |
| 3Y | -16.4% | -54.3% | +38.0% | -3.6% |
| 5Y | -23.8% | -81.6% | +57.7% | +18.9% |
| All | +198.7% | -13.2% | +211.9% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling