-0.3%
PDD vs IBB
+37.5%
-37.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -2.6% |
| 7D | +5.6% | -1.8% | +7.5% | +6.8% |
| 30D | +5.8% | +5.1% | +0.7% | +0.5% |
| 3M | -8.6% | +10.7% | -19.3% | -17.6% |
| 6M | -18.8% | +22.9% | -41.7% | -34.4% |
| YTD | -26.8% | +26.7% | -53.5% | -42.9% |
| 1Y | -39.3% | +35.1% | -74.4% | -55.8% |
| 3Y | -22.5% | +80.2% | -102.7% | -62.7% |
| All | -0.3% | +37.5% | -37.7% | -30.5% |
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