+197.4%
PDD vs RY
+251.4%
-54.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.7% |
| 7D | -1.0% | -0.6% | -0.4% | -0.7% |
| 30D | -2.4% | +6.1% | -8.5% | -5.8% |
| 3M | -14.6% | -3.4% | -11.3% | -13.3% |
| 6M | -19.6% | +12.8% | -32.4% | -26.0% |
| YTD | -30.0% | +21.0% | -51.0% | -38.1% |
| 1Y | -42.5% | +40.5% | -83.0% | -53.6% |
| 3Y | -27.2% | +159.9% | -187.1% | -60.4% |
| 5Y | -8.2% | +125.0% | -133.2% | -44.6% |
| All | +197.4% | +251.4% | -54.0% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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