+195.8%
PDD vs FIVN
-24.1%
+219.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +4.9% | +2.8% |
| 7D | -4.9% | -2.8% | -2.0% | -4.1% |
| 30D | -3.0% | -17.4% | +14.4% | +1.5% |
| 3M | -6.2% | -19.2% | +13.0% | -2.3% |
| 6M | -20.7% | +29.4% | -50.1% | -30.8% |
| YTD | -30.4% | +36.3% | -66.6% | -42.8% |
| 1Y | -41.3% | +33.5% | -74.7% | -51.6% |
| 3Y | -27.7% | -56.8% | +29.1% | -17.4% |
| 5Y | -16.9% | -83.0% | +66.1% | +30.7% |
| All | +195.8% | -24.1% | +219.8% | +161.3% |
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