+102.4%
HL vs PDD
-36.6%
+138.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | +0.7% |
| 7D | +7.1% | -4.1% | +11.2% | +9.6% |
| 30D | +21.4% | -13.1% | +34.5% | +31.5% |
| 3M | +37.4% | -3.5% | +40.9% | +39.8% |
| 6M | +0.4% | -21.8% | +22.2% | +17.9% |
| YTD | +6.7% | -29.7% | +36.4% | +31.8% |
| 1Y | +102.4% | -36.2% | +138.6% | +169.9% |
| All | +102.4% | -36.6% | +138.9% | +169.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling