-4.2%
PDD vs OPEN
-88.9%
+84.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.6% | +5.5% | +2.3% |
| 7D | -4.9% | -15.0% | +10.1% | -3.0% |
| 30D | -3.0% | -40.2% | +37.2% | +2.5% |
| 3M | -6.2% | -67.4% | +61.2% | +6.8% |
| 6M | -20.7% | -74.0% | +53.3% | -7.9% |
| YTD | -30.4% | -79.6% | +49.2% | -17.5% |
| 1Y | -41.3% | -86.1% | +44.8% | -27.3% |
| 3Y | -27.7% | -41.4% | +13.7% | -44.7% |
| 5Y | -16.9% | -94.9% | +78.0% | -6.2% |
| All | -4.2% | -88.9% | +84.7% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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