-41.7%
PDD vs HRB
+8.1%
-49.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -2.9% |
| 7D | -1.4% | -2.4% | +1.0% | -1.3% |
| 30D | -1.0% | +15.7% | -16.8% | -1.5% |
| 3M | -12.3% | +11.4% | -23.6% | -12.6% |
| 6M | -18.5% | +40.7% | -59.2% | -19.4% |
| YTD | -29.0% | +21.0% | -50.0% | -27.5% |
| All | -41.7% | +8.1% | -49.8% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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