-24.6%
PDD vs MRNA
-68.5%
+43.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +1.9% | -1.1% |
| 7D | -4.4% | -10.1% | +5.7% | -3.5% |
| 30D | -15.5% | +126.7% | -142.2% | -28.8% |
| 3M | -4.1% | +184.1% | -188.2% | -24.0% |
| 6M | -23.4% | +143.3% | -166.7% | -37.8% |
| YTD | -30.7% | +359.9% | -390.5% | -52.5% |
| 1Y | -37.6% | +454.2% | -491.8% | -59.9% |
| 3Y | -17.5% | +26.0% | -43.5% | -28.3% |
| 5Y | -24.6% | -70.3% | +45.6% | -16.3% |
| All | -24.6% | -68.5% | +43.8% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 5y: compounded portfolio wealth divided by compounded MRNA 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…
5y analysis · Full analysis span regression · 6 months rolling