+648.8%
AAPL vs PDD
+213.3%
+435.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | -0.7% | +5.6% | -6.3% | -1.3% |
| 30D | +1.7% | +5.8% | -4.1% | +1.0% |
| 3M | +9.7% | -8.6% | +18.3% | +10.8% |
| 6M | +19.3% | -18.8% | +38.1% | +21.9% |
| YTD | +26.3% | -26.8% | +53.1% | +30.5% |
| 1Y | +27.4% | -39.3% | +66.7% | +34.5% |
| 3Y | +93.6% | -22.5% | +116.1% | +92.8% |
| 5Y | +131.7% | -0.8% | +132.5% | +107.9% |
| All | +648.8% | +213.3% | +435.5% | +395.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling