+139.6%
DIA vs PDD
+198.2%
-58.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | -1.6% | -3.8% | +2.2% | -1.4% |
| 30D | +1.3% | -2.4% | +3.6% | +1.4% |
| 3M | -2.1% | -12.7% | +10.6% | -1.3% |
| 6M | +6.2% | -20.0% | +26.3% | +7.5% |
| YTD | +10.3% | -30.3% | +40.7% | +12.5% |
| 1Y | +11.0% | -42.4% | +53.4% | +14.4% |
| 3Y | +60.4% | -27.5% | +87.9% | +60.6% |
| 5Y | +59.1% | -14.9% | +74.0% | +52.3% |
| All | +139.6% | +198.2% | -58.5% | +93.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling