-25.7%
PDD vs ROIV
+351.4%
-377.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.6% | -7.7% | -3.5% |
| 7D | -1.4% | +13.3% | -14.8% | -2.7% |
| 30D | -1.0% | +14.8% | -15.8% | -2.5% |
| 3M | -12.3% | +11.9% | -24.2% | -13.5% |
| 6M | -18.5% | +42.4% | -60.9% | -22.8% |
| YTD | -29.0% | +87.4% | -116.4% | -36.0% |
| 1Y | -40.7% | +97.2% | -137.9% | -47.1% |
| 3Y | -25.7% | +375.7% | -401.4% | -38.5% |
| All | -25.7% | +351.4% | -377.1% | -38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling