Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PDD vs IR✓SelectedUSD · IRPDD vs IR performance historyLatest closeAs of+0.71%09/04
Stock and ETF performance explorer

PDD vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+207.9%
IR return
+211.3%
Excess return
-3.4%
Maximum drawdown
-87.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D+0.7%+1.3%-0.6%+0.3%
7D-4.1%-2.8%-1.2%-3.1%
30D-9.6%-15.1%+5.5%-4.4%
3M-4.3%+6.1%-10.3%-6.9%
6M-18.8%-16.8%-1.9%-14.2%
YTD-27.5%-3.5%-24.0%-27.6%
1Y-33.6%-3.5%-30.1%-33.9%
3Y-20.4%+9.5%-29.9%-26.0%
5Y-19.6%+45.1%-64.7%-32.8%
All+207.9%+211.3%-3.4%+89.2%

Cumulative growth

Daily Returns

Daily percentage return beside IR.

Daily Out/Under-Performance

Portfolio return minus IR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IR 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 IR 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