+194.4%
PDD vs TRI
+169.1%
+25.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -0.9% |
| 7D | -4.4% | -8.4% | +4.0% | -2.0% |
| 30D | -15.5% | -6.5% | -9.0% | -14.1% |
| 3M | -4.1% | +18.6% | -22.6% | -10.7% |
| 6M | -23.4% | -10.4% | -13.0% | -22.2% |
| YTD | -30.7% | -23.7% | -7.0% | -25.0% |
| 1Y | -37.6% | -42.5% | +4.8% | -23.4% |
| 3Y | -17.5% | -19.3% | +1.7% | -19.3% |
| 5Y | -24.6% | -9.7% | -15.0% | -33.0% |
| All | +194.4% | +169.1% | +25.3% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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