-25.0%
PDD vs HUBS
-67.3%
+42.3%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.1% |
| 7D | -4.6% | -12.4% | +7.7% | -0.7% |
| 30D | -14.0% | +1.4% | -15.4% | -15.4% |
| 3M | -4.9% | +16.0% | -20.8% | -12.5% |
| 6M | -25.8% | -17.0% | -8.8% | -25.9% |
| YTD | -31.4% | -44.3% | +12.9% | -21.6% |
| 1Y | -37.6% | -54.3% | +16.7% | -24.2% |
| 3Y | -18.4% | -58.4% | +40.0% | -6.8% |
| 5Y | -25.0% | -66.7% | +41.7% | -11.1% |
| All | -25.0% | -67.3% | +42.3% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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