+207.9%
PDD vs INDA
+58.0%
+149.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.1% | +0.7% | -4.8% | -4.5% |
| 30D | -9.6% | -0.8% | -8.8% | -9.1% |
| 3M | -4.3% | +3.9% | -8.2% | -6.9% |
| 6M | -18.8% | -0.7% | -18.0% | -18.5% |
| YTD | -27.5% | -7.7% | -19.8% | -23.6% |
| 1Y | -33.6% | -5.1% | -28.5% | -31.5% |
| 3Y | -20.4% | +13.6% | -34.0% | -28.2% |
| 5Y | -19.6% | +7.8% | -27.4% | -23.8% |
| All | +207.9% | +58.0% | +149.9% | +139.7% |
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