-29.0%
PDD vs IAU
+98.8%
-127.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.3% |
| 7D | -7.6% | -5.5% | -2.2% | -6.7% |
| 30D | -5.4% | -7.0% | +1.6% | -4.2% |
| 3M | -12.9% | -12.3% | -0.6% | -10.9% |
| 6M | -19.0% | -17.9% | -1.1% | -16.2% |
| YTD | -31.6% | -10.3% | -21.3% | -29.7% |
| 1Y | -43.0% | -7.9% | -35.1% | -41.5% |
| All | -29.0% | +98.8% | -127.8% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling