+207.9%
PDD vs MUB
+17.4%
+190.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.1% | -0.9% | -3.2% | -3.1% |
| 30D | -9.6% | -1.4% | -8.2% | -8.2% |
| 3M | -4.3% | -2.2% | -2.1% | -2.0% |
| 6M | -18.8% | -1.9% | -16.9% | -17.1% |
| YTD | -27.5% | -0.8% | -26.7% | -26.9% |
| 1Y | -33.6% | +2.7% | -36.4% | -35.6% |
| 3Y | -20.4% | +8.6% | -29.0% | -27.5% |
| 5Y | -19.6% | +2.0% | -21.6% | -23.9% |
| All | +207.9% | +17.4% | +190.5% | +251.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling