+207.9%
PDD vs IBB
+83.0%
+124.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.5% |
| 7D | -4.1% | +1.4% | -5.5% | -5.3% |
| 30D | -9.6% | +10.5% | -20.1% | -17.6% |
| 3M | -4.3% | +23.6% | -27.9% | -21.7% |
| 6M | -18.8% | +22.6% | -41.4% | -33.5% |
| YTD | -27.5% | +25.7% | -53.2% | -42.2% |
| 1Y | -33.6% | +51.4% | -85.0% | -55.9% |
| 3Y | -20.4% | +64.4% | -84.8% | -53.6% |
| 5Y | -19.6% | +22.1% | -41.7% | -37.1% |
| All | +207.9% | +83.0% | +124.9% | +99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling