-38.6%
PDD vs INVH
+1.1%
-39.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.6% | -1.2% | +2.1% |
| 7D | +6.0% | +3.1% | +3.0% | +5.7% |
| 30D | +5.5% | +5.8% | -0.3% | +4.9% |
| 3M | -9.8% | -8.5% | -1.3% | -9.4% |
| 6M | -16.0% | -1.3% | -14.6% | -16.1% |
| YTD | -27.6% | +2.6% | -30.1% | -27.9% |
| 1Y | -38.6% | +0.7% | -39.3% | -38.2% |
| All | -38.6% | +1.1% | -39.7% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 1y: compounded portfolio wealth divided by compounded INVH 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…
1y analysis · Full analysis span regression · 6 months rolling