+437.5%
GE vs PDD
+213.3%
+224.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.1% | +3.8% | +2.8% |
| 7D | +7.1% | +5.6% | +1.5% | +6.7% |
| 30D | +6.5% | +5.8% | +0.7% | +6.1% |
| 3M | -13.6% | -8.6% | -5.0% | -13.1% |
| 6M | +6.0% | -18.8% | +24.8% | +7.2% |
| YTD | +5.4% | -26.8% | +32.2% | +7.2% |
| 1Y | +6.5% | -39.3% | +45.7% | +9.4% |
| 3Y | +268.6% | -22.5% | +291.1% | +267.9% |
| 5Y | +389.0% | -0.8% | +389.8% | +362.1% |
| All | +437.5% | +213.3% | +224.2% | +355.4% |
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