+201.5%
PDD vs INDA
+62.7%
+138.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.1% | -3.7% |
| 7D | -1.4% | +6.1% | -7.6% | -5.4% |
| 30D | -1.0% | +11.7% | -12.7% | -8.3% |
| 3M | -12.3% | +2.1% | -14.3% | -13.6% |
| 6M | -18.5% | +3.2% | -21.7% | -20.5% |
| YTD | -29.0% | -4.9% | -24.1% | -26.8% |
| 1Y | -40.7% | -4.4% | -36.4% | -39.1% |
| 3Y | -25.7% | +17.6% | -43.3% | -34.6% |
| 5Y | -3.3% | +9.9% | -13.1% | -9.9% |
| All | +201.5% | +62.7% | +138.8% | +129.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling