+49.1%
DUK vs PDD
-16.7%
+65.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +0.8% |
| 7D | +0.7% | -4.1% | +4.8% | +0.6% |
| 30D | -2.0% | -13.1% | +11.1% | -2.4% |
| 3M | +0.2% | -3.5% | +3.7% | +0.1% |
| 6M | -6.9% | -21.8% | +14.9% | -7.3% |
| YTD | +6.1% | -29.7% | +35.8% | +5.5% |
| 1Y | +4.4% | -36.2% | +40.6% | +3.7% |
| 3Y | +49.1% | -16.4% | +65.5% | +43.3% |
| All | +49.1% | -16.7% | +65.8% | +43.3% |
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 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