+15.4%
PDD vs MSFU
+88.0%
-72.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | -4.9% | -2.8% | -2.1% | -4.5% |
| 30D | -3.0% | -5.3% | +2.3% | -2.6% |
| 3M | -6.2% | +7.2% | -13.4% | -8.1% |
| 6M | -20.7% | +51.0% | -71.7% | -28.4% |
| YTD | -30.4% | -1.2% | -29.1% | -32.2% |
| 1Y | -41.3% | -10.3% | -30.9% | -41.6% |
| 3Y | -27.7% | +22.2% | -49.9% | -36.9% |
| All | +15.4% | +88.0% | -72.6% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 10y: compounded portfolio wealth divided by compounded MSFU 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…
10y analysis · Full analysis span regression · 6 months rolling