-0.3%
PDD vs TECH
-40.1%
+39.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +5.6% | +0.2% | +5.5% | +5.6% |
| 30D | +5.8% | +0.3% | +5.4% | +5.7% |
| 3M | -8.6% | +1.3% | -9.9% | -9.0% |
| 6M | -18.8% | +54.0% | -72.8% | -30.7% |
| YTD | -26.8% | +24.3% | -51.1% | -34.0% |
| 1Y | -39.3% | +25.8% | -65.1% | -45.8% |
| 3Y | -22.5% | +26.0% | -48.5% | -39.8% |
| All | -0.3% | -40.1% | +39.9% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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