+104.5%
DUK vs PDD
+193.7%
-89.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | -1.7% | -4.6% | +3.0% | -1.7% |
| 30D | -2.2% | -14.0% | +11.7% | -2.3% |
| 3M | -3.7% | -4.9% | +1.2% | -3.7% |
| 6M | -6.3% | -25.8% | +19.4% | -6.4% |
| YTD | +4.5% | -31.4% | +35.9% | +4.4% |
| 1Y | +1.8% | -37.6% | +39.4% | +1.7% |
| 3Y | +46.8% | -18.4% | +65.2% | +46.6% |
| 5Y | +40.2% | -25.0% | +65.2% | +41.1% |
| All | +104.5% | +193.7% | -89.2% | +104.3% |
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