+29.8%
ORCL vs PDD
-3.5%
+33.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.2% | -9.1% | -7.1% |
| 7D | -17.5% | +5.9% | -23.4% | -17.9% |
| 30D | -20.2% | +7.1% | -27.2% | -20.7% |
| 3M | -19.9% | -7.7% | -12.3% | -19.5% |
| 6M | -37.4% | -13.2% | -24.2% | -36.8% |
| YTD | -40.1% | -26.0% | -14.2% | -38.9% |
| 1Y | -53.4% | -38.4% | -15.0% | -51.7% |
| 3Y | +10.4% | -21.1% | +31.5% | +10.3% |
| 5Y | +29.8% | +0.3% | +29.4% | +28.9% |
| All | +29.8% | -3.5% | +33.2% | +28.9% |
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 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