-25.7%
PDD vs IBB
+86.3%
-112.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -4.0% |
| 7D | -1.4% | +2.7% | -4.1% | -2.6% |
| 30D | -1.0% | +6.3% | -7.4% | -3.6% |
| 3M | -12.3% | +11.1% | -23.3% | -16.0% |
| 6M | -18.5% | +29.2% | -47.7% | -26.7% |
| YTD | -29.0% | +30.2% | -59.2% | -36.4% |
| 1Y | -40.7% | +39.5% | -80.2% | -48.5% |
| 3Y | -25.7% | +92.3% | -118.0% | -39.8% |
| All | -25.7% | +86.3% | -112.0% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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