-23.7%
PDD vs MUB
+2.2%
-25.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.1% | -0.9% | -3.2% | -2.6% |
| 30D | -9.6% | -1.4% | -8.2% | -7.3% |
| 3M | -4.3% | -2.2% | -2.1% | -0.5% |
| 6M | -18.8% | -1.9% | -16.9% | -16.0% |
| YTD | -27.5% | -0.8% | -26.7% | -26.6% |
| 1Y | -33.6% | +2.7% | -36.4% | -37.2% |
| 3Y | -20.4% | +8.6% | -29.0% | -34.2% |
| All | -23.7% | +2.2% | -25.9% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling