+208.6%
IVV vs PDD
+210.2%
-1.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +0.1% | -4.1% | +4.2% | +0.5% |
| 30D | +0.1% | -9.6% | +9.7% | +0.8% |
| 3M | +2.0% | -4.3% | +6.3% | +2.2% |
| 6M | +13.0% | -18.8% | +31.8% | +14.7% |
| YTD | +13.6% | -27.5% | +41.1% | +16.2% |
| 1Y | +20.1% | -33.6% | +53.7% | +23.6% |
| 3Y | +77.6% | -20.4% | +98.0% | +76.7% |
| 5Y | +82.5% | -19.6% | +102.1% | +72.7% |
| All | +208.6% | +210.2% | -1.6% | +144.3% |
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 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