+211.0%
PDD vs FIVN
-21.8%
+232.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -17.6% | +16.5% | +4.3% |
| 7D | +5.6% | -22.6% | +28.2% | +13.4% |
| 30D | +5.8% | -16.8% | +22.5% | +10.5% |
| 3M | -8.6% | -0.9% | -7.7% | -11.6% |
| 6M | -18.8% | +28.4% | -47.2% | -28.8% |
| YTD | -26.8% | +40.2% | -67.0% | -40.3% |
| 1Y | -39.3% | +30.5% | -69.8% | -49.5% |
| 3Y | -22.5% | -56.2% | +33.7% | -11.6% |
| 5Y | -0.8% | -81.0% | +80.2% | +49.8% |
| All | +211.0% | -21.8% | +232.8% | +172.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling