+143.3%
AAPL vs PDD
-16.7%
+160.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | +0.2% |
| 7D | +4.1% | -4.9% | +9.0% | +4.7% |
| 30D | +4.0% | -3.0% | +7.0% | +4.3% |
| 3M | +16.8% | -6.2% | +23.0% | +17.5% |
| 6M | +19.4% | -20.7% | +40.1% | +22.0% |
| YTD | +31.5% | -30.4% | +61.9% | +36.1% |
| 1Y | +31.0% | -41.3% | +72.3% | +37.9% |
| 3Y | +95.3% | -27.7% | +123.0% | +96.0% |
| All | +143.3% | -16.7% | +160.0% | +136.5% |
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