+198.7%
PDD vs AEE
+117.9%
+80.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -3.9% | -3.0% |
| 7D | -4.1% | +1.3% | -5.4% | -4.1% |
| 30D | -13.1% | -1.2% | -11.8% | -13.1% |
| 3M | -3.5% | +1.0% | -4.5% | -3.5% |
| 6M | -21.8% | -2.3% | -19.5% | -21.8% |
| YTD | -29.7% | +9.1% | -38.8% | -29.7% |
| 1Y | -36.2% | +10.6% | -46.8% | -36.2% |
| 3Y | -16.4% | +48.5% | -64.8% | -16.5% |
| 5Y | -23.8% | +39.9% | -63.7% | -24.0% |
| All | +198.7% | +117.9% | +80.8% | +191.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling