-42.5%
PDD vs RMD
-5.4%
-37.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | -1.0% | +3.1% | -4.1% | -1.7% |
| 30D | -2.4% | +1.8% | -4.2% | -3.0% |
| 3M | -14.6% | +6.7% | -21.3% | -16.1% |
| 6M | -19.6% | +13.9% | -33.5% | -22.5% |
| YTD | -30.0% | -2.0% | -28.0% | -30.0% |
| 1Y | -42.5% | -5.4% | -37.1% | -42.5% |
| All | -42.5% | -5.4% | -37.2% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling