-36.2%
PDD vs IYR
+8.1%
-44.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -4.1% | -0.4% | -3.7% | -4.0% |
| 30D | -13.1% | -2.5% | -10.6% | -12.4% |
| 3M | -3.5% | +1.5% | -4.9% | -4.5% |
| 6M | -21.8% | +3.9% | -25.6% | -23.5% |
| YTD | -29.7% | +9.5% | -39.2% | -31.8% |
| 1Y | -36.2% | +7.5% | -43.7% | -38.6% |
| All | -36.2% | +8.1% | -44.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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