+198.7%
PDD vs IBKR
+512.2%
-313.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.2% |
| 7D | -4.1% | +0.6% | -4.8% | -4.4% |
| 30D | -13.1% | +3.7% | -16.8% | -14.8% |
| 3M | -3.5% | +4.2% | -7.7% | -6.2% |
| 6M | -21.8% | +36.6% | -58.4% | -32.7% |
| YTD | -29.7% | +41.9% | -71.5% | -40.9% |
| 1Y | -36.2% | +49.5% | -85.7% | -48.0% |
| 3Y | -16.4% | +291.3% | -307.7% | -61.2% |
| 5Y | -23.8% | +492.7% | -516.5% | -72.7% |
| All | +198.7% | +512.2% | -313.5% | +22.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling