-25.0%
PDD vs IBKR
+480.3%
-505.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -4.6% | -3.8% | -0.8% | -3.1% |
| 30D | -14.0% | -0.3% | -13.7% | -14.2% |
| 3M | -4.9% | +4.8% | -9.6% | -7.8% |
| 6M | -25.8% | +30.8% | -56.6% | -35.0% |
| YTD | -31.4% | +39.5% | -70.8% | -41.9% |
| 1Y | -37.6% | +43.7% | -81.2% | -48.3% |
| 3Y | -18.4% | +284.7% | -303.0% | -66.3% |
| 5Y | -25.0% | +484.9% | -509.9% | -80.8% |
| All | -25.0% | +480.3% | -505.2% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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