-23.7%
PDD vs HAS
+13.4%
-37.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -4.1% | -1.8% | -2.3% | -3.5% |
| 30D | -9.6% | +2.3% | -11.9% | -10.4% |
| 3M | -4.3% | +10.4% | -14.6% | -8.0% |
| 6M | -18.8% | -3.2% | -15.5% | -18.6% |
| YTD | -27.5% | +15.4% | -42.9% | -32.0% |
| 1Y | -33.6% | +18.8% | -52.4% | -38.6% |
| 3Y | -20.4% | +43.9% | -64.3% | -31.9% |
| All | -23.7% | +13.4% | -37.1% | -13.5% |
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