-22.5%
PDD vs MUB
+11.6%
-34.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | +5.6% | +0.7% | +4.9% | +4.9% |
| 30D | +5.8% | +4.4% | +1.4% | +1.3% |
| 3M | -8.6% | -0.4% | -8.2% | -8.3% |
| 6M | -18.8% | -0.9% | -18.0% | -18.2% |
| YTD | -26.8% | +0.1% | -26.8% | -26.9% |
| 1Y | -39.3% | +0.5% | -39.8% | -39.7% |
| 3Y | -22.5% | +11.7% | -34.2% | -28.1% |
| All | -22.5% | +11.6% | -34.1% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling