+6.8%
NOW vs PDD
-22.7%
+29.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.1% |
| 7D | -2.4% | -4.1% | +1.7% | -1.7% |
| 30D | +20.5% | -9.6% | +30.1% | +22.4% |
| 3M | +18.3% | -4.3% | +22.6% | +19.2% |
| 6M | +24.1% | -18.8% | +42.8% | +27.7% |
| YTD | -7.8% | -27.5% | +19.7% | -3.4% |
| 1Y | -21.4% | -33.6% | +12.2% | -16.6% |
| 3Y | +19.5% | -20.4% | +39.9% | +16.9% |
| All | +6.8% | -22.7% | +29.5% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling