+60.1%
DIA vs PDD
-28.8%
+88.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +14.2% |
| All | +60.1% | -28.8% | +88.9% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling