+0.3%
PDD vs HAS
+52.6%
-52.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.9% | +2.8% |
| 7D | +5.9% | 0.0% | +5.9% | +5.9% |
| 30D | +7.1% | +31.3% | -24.2% | -2.8% |
| 3M | -7.7% | +32.1% | -39.8% | -16.5% |
| 6M | -13.2% | +28.1% | -41.4% | -21.1% |
| YTD | -26.0% | +49.1% | -75.1% | -36.8% |
| 1Y | -38.4% | +60.5% | -99.0% | -49.0% |
| 3Y | -21.1% | +183.9% | -205.0% | -51.9% |
| 5Y | +0.3% | +51.2% | -50.9% | -5.2% |
| All | +0.3% | +52.6% | -52.3% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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