-18.4%
PDD vs TECH
-41.4%
+23.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -1.9% | -1.9% |
| 7D | -7.6% | +0.2% | -7.9% | -7.7% |
| 30D | -5.4% | +0.5% | -5.9% | -5.6% |
| 3M | -12.9% | +1.0% | -13.9% | -13.2% |
| 6M | -19.0% | +54.1% | -73.1% | -30.7% |
| YTD | -31.6% | +24.4% | -56.0% | -38.4% |
| 1Y | -43.0% | +19.3% | -62.3% | -47.9% |
| 3Y | -28.9% | +28.5% | -57.4% | -45.5% |
| 5Y | -18.4% | -41.0% | +22.6% | +17.6% |
| All | -18.4% | -41.4% | +23.0% | +17.6% |
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