-13.8%
PDD vs NVS
+80.1%
-93.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.9% |
| 7D | -4.1% | +4.0% | -8.1% | -4.5% |
| 30D | -9.6% | +3.6% | -13.2% | -10.0% |
| 3M | -4.3% | +7.8% | -12.1% | -5.3% |
| 6M | -18.8% | -0.2% | -18.6% | -18.9% |
| YTD | -27.5% | +19.6% | -47.1% | -29.0% |
| 1Y | -33.6% | +28.4% | -62.0% | -35.4% |
| All | -13.8% | +80.1% | -93.8% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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