+198.7%
PDD vs INDA
+55.4%
+143.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.3% | -1.9% |
| 7D | -4.1% | -1.0% | -3.1% | -3.4% |
| 30D | -13.1% | -2.5% | -10.5% | -11.5% |
| 3M | -3.5% | +4.0% | -7.5% | -6.1% |
| 6M | -21.8% | -1.8% | -20.0% | -20.9% |
| YTD | -29.7% | -9.2% | -20.5% | -25.0% |
| 1Y | -36.2% | -7.2% | -29.0% | -33.1% |
| 3Y | -16.4% | +9.8% | -26.2% | -22.7% |
| 5Y | -23.8% | +7.5% | -31.3% | -27.5% |
| All | +198.7% | +55.4% | +143.3% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling