-49.8%
PDD vs ROIV
+298.6%
-348.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | -3.8% | +9.5% | -13.3% | -4.8% |
| 30D | -2.4% | +21.0% | -23.3% | -4.5% |
| 3M | -12.7% | +18.7% | -31.4% | -14.7% |
| 6M | -20.0% | +44.5% | -64.5% | -24.0% |
| YTD | -30.3% | +92.9% | -123.2% | -36.4% |
| 1Y | -42.4% | +100.2% | -142.6% | -47.7% |
| 3Y | -27.5% | +375.0% | -402.6% | -41.3% |
| 5Y | -14.9% | +435.2% | -450.1% | -41.4% |
| All | -49.8% | +298.6% | -348.4% | -64.0% |
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