-50.8%
PDD vs ROIV
+280.9%
-331.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.6% | -1.4% |
| 7D | -7.6% | +9.2% | -16.9% | -8.6% |
| 30D | -5.4% | +19.9% | -25.3% | -7.4% |
| 3M | -12.9% | +10.6% | -23.5% | -14.3% |
| 6M | -19.0% | +36.1% | -55.1% | -22.5% |
| YTD | -31.6% | +84.3% | -115.9% | -37.2% |
| 1Y | -43.0% | +87.6% | -130.6% | -47.9% |
| 3Y | -28.9% | +353.9% | -382.8% | -42.1% |
| 5Y | -18.4% | +376.1% | -394.5% | -44.0% |
| All | -50.8% | +280.9% | -331.6% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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