-18.7%
PDD vs IBB
+64.8%
-83.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | -4.1% | +1.4% | -5.5% | -4.6% |
| 30D | -9.6% | +10.5% | -20.1% | -13.1% |
| 3M | -4.3% | +23.6% | -27.9% | -12.3% |
| 6M | -18.8% | +22.6% | -41.4% | -25.4% |
| YTD | -27.5% | +25.7% | -53.2% | -34.2% |
| 1Y | -33.6% | +51.4% | -85.0% | -44.3% |
| All | -18.7% | +64.8% | -83.5% | -35.8% |
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