+191.5%
PDD vs NI
+108.4%
+83.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -4.6% | -0.6% | -4.1% | -4.6% |
| 30D | -14.0% | -1.4% | -12.6% | -13.9% |
| 3M | -4.9% | -10.6% | +5.7% | -4.4% |
| 6M | -25.8% | -9.9% | -15.9% | -25.5% |
| YTD | -31.4% | +1.2% | -32.5% | -31.5% |
| 1Y | -37.6% | +4.4% | -42.0% | -37.8% |
| 3Y | -18.4% | +68.6% | -87.0% | -20.8% |
| 5Y | -25.0% | +98.0% | -123.0% | -28.2% |
| All | +191.5% | +108.4% | +83.1% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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