+0.3%
PDD vs ROIV
+369.5%
-369.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.2% | +6.4% | +2.7% |
| 7D | +5.9% | -2.4% | +8.3% | +6.2% |
| 30D | +7.1% | +3.1% | +4.0% | +6.5% |
| 3M | -7.7% | +5.8% | -13.5% | -8.9% |
| 6M | -13.2% | +29.3% | -42.5% | -17.1% |
| YTD | -26.0% | +68.8% | -94.7% | -32.3% |
| 1Y | -38.4% | +81.0% | -119.4% | -44.3% |
| 3Y | -21.1% | +294.6% | -315.7% | -37.0% |
| 5Y | +0.3% | +373.1% | -372.8% | -35.8% |
| All | +0.3% | +369.5% | -369.2% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling