-36.2%
PDD vs MUB
+2.0%
-38.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.1% | -0.3% | -3.8% | -3.9% |
| 30D | -13.1% | -1.5% | -11.5% | -12.5% |
| 3M | -3.5% | -1.9% | -1.5% | -2.7% |
| 6M | -21.8% | -1.7% | -20.1% | -21.7% |
| YTD | -29.7% | -0.8% | -28.9% | -28.7% |
| 1Y | -36.2% | +1.5% | -37.7% | -34.8% |
| All | -36.2% | +2.0% | -38.2% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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