-43.0%
PDD vs IYR
+8.9%
-52.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -7.6% | -0.1% | -7.5% | -7.6% |
| 30D | -5.4% | +5.7% | -11.1% | -7.4% |
| 3M | -12.9% | -0.6% | -12.3% | -13.1% |
| 6M | -19.0% | +0.5% | -19.5% | -19.7% |
| YTD | -31.6% | +10.4% | -42.1% | -34.0% |
| 1Y | -43.0% | +9.2% | -52.2% | -45.2% |
| All | -43.0% | +8.9% | -52.0% | -45.2% |
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