+208.0%
IVV vs PDD
+210.0%
-2.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.8% | +1.4% |
| 7D | -0.7% | +6.0% | -6.7% | -1.2% |
| 30D | -1.0% | +5.5% | -6.5% | -1.5% |
| 3M | -0.3% | -9.8% | +9.4% | +0.4% |
| 6M | +7.4% | -16.0% | +23.4% | +8.6% |
| YTD | +13.4% | -27.6% | +40.9% | +16.0% |
| 1Y | +14.8% | -38.6% | +53.4% | +18.9% |
| 3Y | +83.3% | -22.8% | +106.2% | +82.9% |
| 5Y | +76.1% | -5.2% | +81.3% | +64.8% |
| All | +208.0% | +210.0% | -2.0% | +143.7% |
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