-24.6%
PDD vs ZBRA
-40.4%
+15.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.7% |
| 7D | -4.4% | -1.8% | -2.6% | -3.8% |
| 30D | -15.5% | -8.8% | -6.7% | -12.8% |
| 3M | -4.1% | +47.2% | -51.3% | -18.6% |
| 6M | -23.4% | +61.3% | -84.7% | -38.1% |
| YTD | -30.7% | +42.0% | -72.7% | -41.8% |
| 1Y | -37.6% | +10.5% | -48.1% | -42.2% |
| 3Y | -17.5% | +34.5% | -52.1% | -36.7% |
| 5Y | -24.6% | -40.3% | +15.7% | +0.6% |
| All | -24.6% | -40.4% | +15.8% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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