-37.6%
PDD vs TROW
+6.0%
-43.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -4.6% | -3.0% | -1.6% | -3.5% |
| 30D | -14.0% | -5.5% | -8.5% | -12.2% |
| 3M | -4.9% | +2.3% | -7.1% | -6.9% |
| 6M | -25.8% | +23.9% | -49.7% | -33.1% |
| YTD | -31.4% | +7.9% | -39.2% | -34.7% |
| 1Y | -37.6% | +6.1% | -43.7% | -39.7% |
| All | -37.6% | +6.0% | -43.6% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling