+191.5%
PDD vs XLRE
+72.8%
+118.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.6% |
| 7D | -4.6% | -2.7% | -1.9% | -3.6% |
| 30D | -14.0% | -2.3% | -11.7% | -13.2% |
| 3M | -4.9% | -3.5% | -1.4% | -3.6% |
| 6M | -25.8% | +1.9% | -27.6% | -26.5% |
| YTD | -31.4% | +8.3% | -39.7% | -33.8% |
| 1Y | -37.6% | +6.4% | -44.0% | -39.4% |
| 3Y | -18.4% | +30.2% | -48.6% | -28.2% |
| 5Y | -25.0% | +8.6% | -33.6% | -29.6% |
| All | +191.5% | +72.8% | +118.8% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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