-22.5%
PDD vs IAU
+103.2%
-125.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | +5.6% | +4.7% | +0.9% | +4.7% |
| 30D | +5.8% | -0.9% | +6.7% | +5.9% |
| 3M | -8.6% | -4.4% | -4.2% | -8.0% |
| 6M | -18.8% | -13.5% | -5.3% | -16.9% |
| YTD | -26.8% | -5.9% | -20.9% | -25.3% |
| 1Y | -39.3% | +1.9% | -41.2% | -38.4% |
| 3Y | -22.5% | +104.1% | -126.6% | -24.6% |
| All | -22.5% | +103.2% | -125.7% | -24.6% |
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 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