-23.8%
PDD vs TGT
-21.7%
-2.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.7% |
| 7D | -4.1% | -0.6% | -3.5% | -3.9% |
| 30D | -13.1% | +9.5% | -22.6% | -15.5% |
| 3M | -3.5% | +32.3% | -35.7% | -11.5% |
| 6M | -21.8% | +37.0% | -58.8% | -29.4% |
| YTD | -29.7% | +71.0% | -100.7% | -40.9% |
| 1Y | -36.2% | +85.0% | -121.2% | -47.9% |
| 3Y | -16.4% | +46.8% | -63.2% | -32.1% |
| 5Y | -23.8% | -22.7% | -1.1% | -16.0% |
| All | -23.8% | -21.7% | -2.2% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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