+0.3%
PDD vs IBB
+34.6%
-34.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.0% | +7.2% | +6.5% |
| 7D | +5.9% | -3.6% | +9.5% | +8.8% |
| 30D | +7.1% | +3.4% | +3.7% | +3.2% |
| 3M | -7.7% | +9.5% | -17.2% | -16.0% |
| 6M | -13.2% | +23.3% | -36.5% | -30.1% |
| YTD | -26.0% | +24.5% | -50.5% | -41.4% |
| 1Y | -38.4% | +32.9% | -71.3% | -54.5% |
| 3Y | -21.1% | +76.6% | -97.7% | -61.3% |
| 5Y | +0.3% | +35.5% | -35.2% | -37.1% |
| All | +0.3% | +34.6% | -34.2% | -37.1% |
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