+207.9%
PDD vs TROW
+20.9%
+187.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.2% |
| 7D | -4.1% | -1.3% | -2.7% | -3.4% |
| 30D | -9.6% | -4.5% | -5.1% | -7.4% |
| 3M | -4.3% | +3.9% | -8.1% | -6.6% |
| 6M | -18.8% | +22.6% | -41.3% | -27.4% |
| YTD | -27.5% | +10.1% | -37.6% | -31.7% |
| 1Y | -33.6% | +3.6% | -37.2% | -35.6% |
| 3Y | -20.4% | +12.4% | -32.8% | -28.2% |
| 5Y | -19.6% | -37.5% | +17.9% | -5.0% |
| All | +207.9% | +20.9% | +187.0% | +257.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling