+197.4%
PDD vs PRU
+89.5%
+107.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | -1.0% | +3.8% | -4.7% | -2.0% |
| 30D | -2.4% | +9.0% | -11.4% | -4.7% |
| 3M | -14.6% | +2.1% | -16.8% | -15.3% |
| 6M | -19.6% | +25.4% | -45.0% | -24.6% |
| YTD | -30.0% | +13.5% | -43.5% | -32.7% |
| 1Y | -42.5% | +21.3% | -63.9% | -45.7% |
| 3Y | -27.2% | +55.1% | -82.3% | -36.6% |
| 5Y | -8.2% | +43.6% | -51.8% | -18.5% |
| All | +197.4% | +89.5% | +107.8% | +159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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