+0.3%
PDD vs OVV
+88.6%
-88.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.9% | +5.0% | +2.9% |
| 7D | +5.9% | -14.9% | +20.8% | +9.8% |
| 30D | +7.1% | -0.9% | +8.0% | +6.8% |
| 3M | -7.7% | +5.6% | -13.3% | -9.6% |
| 6M | -13.2% | -2.5% | -10.7% | -13.8% |
| YTD | -26.0% | +57.8% | -83.8% | -36.4% |
| 1Y | -38.4% | +70.1% | -108.5% | -48.4% |
| 3Y | -21.1% | +35.1% | -56.3% | -32.0% |
| 5Y | +0.3% | +86.1% | -85.7% | -29.9% |
| All | +0.3% | +88.6% | -88.2% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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