+109.0%
AAPL vs PDD
-25.6%
+134.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.8% |
| 7D | -2.7% | -4.1% | +1.4% | -2.3% |
| 30D | +1.0% | -13.1% | +14.1% | +2.5% |
| 3M | +5.0% | -3.5% | +8.4% | +5.2% |
| 6M | +23.0% | -21.8% | +44.8% | +25.9% |
| YTD | +16.6% | -29.7% | +46.3% | +20.6% |
| 1Y | +33.4% | -36.2% | +69.6% | +39.3% |
| 3Y | +79.9% | -16.4% | +96.2% | +77.8% |
| 5Y | +109.0% | -23.8% | +132.9% | +97.4% |
| All | +109.0% | -25.6% | +134.6% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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