+0.3%
PDD vs MSCI
+4.3%
-4.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.9% | +3.5% |
| 7D | +5.9% | +6.0% | -0.1% | +2.8% |
| 30D | +7.1% | +18.2% | -11.1% | -1.6% |
| 3M | -7.7% | +15.1% | -22.8% | -14.3% |
| 6M | -13.2% | +13.7% | -27.0% | -19.8% |
| YTD | -26.0% | +15.6% | -41.6% | -33.1% |
| 1Y | -38.4% | +16.3% | -54.8% | -44.7% |
| 3Y | -21.1% | +36.9% | -58.0% | -41.7% |
| 5Y | +0.3% | +6.3% | -6.0% | -3.6% |
| All | +0.3% | +4.3% | -4.0% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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