-36.2%
PDD vs HIG
+5.4%
-41.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.7% |
| 7D | -4.1% | -1.1% | -3.0% | -4.0% |
| 30D | -13.1% | -4.9% | -8.2% | -12.4% |
| 3M | -3.5% | +6.8% | -10.3% | -4.6% |
| 6M | -21.8% | -1.7% | -20.1% | -22.2% |
| YTD | -29.7% | -0.2% | -29.4% | -30.3% |
| 1Y | -36.2% | +5.7% | -41.9% | -35.0% |
| All | -36.2% | +5.4% | -41.6% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling