-22.5%
PDD vs HBM
+348.5%
-371.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.4% |
| 7D | +5.6% | -3.6% | +9.3% | +6.3% |
| 30D | +5.8% | -19.2% | +24.9% | +10.0% |
| 3M | -8.6% | -20.5% | +11.9% | -5.0% |
| 6M | -18.8% | -12.8% | -6.0% | -18.8% |
| YTD | -26.8% | +5.4% | -32.2% | -31.3% |
| 1Y | -39.3% | +33.0% | -72.2% | -46.5% |
| 3Y | -22.5% | +357.3% | -379.8% | -50.6% |
| All | -22.5% | +348.5% | -371.0% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling