-42.1%
PDD vs IAU
-2.6%
-39.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.3% | -0.7% |
| 7D | -1.0% | +2.8% | -3.8% | -1.7% |
| 30D | -2.4% | -4.0% | +1.6% | -1.5% |
| 3M | -14.6% | -8.2% | -6.4% | -12.9% |
| 6M | -19.6% | -14.8% | -4.8% | -16.1% |
| YTD | -30.0% | -6.7% | -23.3% | -29.6% |
| All | -42.1% | -2.6% | -39.4% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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