-0.3%
PDD vs ZS
-42.0%
+41.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.2% |
| 7D | +5.6% | -16.9% | +22.5% | +11.4% |
| 30D | +5.8% | -7.4% | +13.2% | +7.2% |
| 3M | -8.6% | +21.6% | -30.2% | -16.5% |
| 6M | -18.8% | +42.4% | -61.2% | -32.0% |
| YTD | -26.8% | -12.1% | -14.7% | -28.8% |
| 1Y | -39.3% | -37.8% | -1.5% | -33.1% |
| 3Y | -22.5% | +20.9% | -43.4% | -39.9% |
| All | -0.3% | -42.0% | +41.7% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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