-22.8%
PDD vs SUNB
+13.1%
-35.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.4% |
| 7D | -1.0% | -2.5% | +1.5% | -0.7% |
| 30D | -2.4% | +8.2% | -10.6% | -3.0% |
| 3M | -14.6% | +3.6% | -18.2% | -14.9% |
| 6M | -19.6% | +12.8% | -32.4% | -21.4% |
| All | -22.8% | +13.1% | -35.9% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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