-24.6%
PDD vs TROW
-38.1%
+13.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.5% |
| 7D | -4.4% | -1.5% | -2.9% | -3.6% |
| 30D | -15.5% | -5.3% | -10.2% | -12.7% |
| 3M | -4.1% | +2.9% | -7.0% | -6.4% |
| 6M | -23.4% | +22.2% | -45.6% | -32.8% |
| YTD | -30.7% | +8.1% | -38.8% | -34.7% |
| 1Y | -37.6% | +5.8% | -43.5% | -40.7% |
| 3Y | -17.5% | +14.0% | -31.6% | -28.5% |
| 5Y | -24.6% | -38.3% | +13.7% | +14.4% |
| All | -24.6% | -38.1% | +13.5% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling