-8.2%
PDD vs IBB
+42.1%
-50.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.4% |
| 7D | -1.0% | +0.8% | -1.8% | -2.1% |
| 30D | -2.4% | +5.2% | -7.6% | -7.4% |
| 3M | -14.6% | +8.6% | -23.2% | -21.7% |
| 6M | -19.6% | +27.8% | -47.4% | -37.4% |
| YTD | -30.0% | +28.8% | -58.8% | -46.3% |
| 1Y | -42.5% | +36.4% | -78.9% | -58.6% |
| 3Y | -27.2% | +89.3% | -116.5% | -67.2% |
| 5Y | -8.2% | +43.3% | -51.5% | -39.1% |
| All | -8.2% | +42.1% | -50.3% | -39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling