+207.7%
PDD vs DOC
+19.1%
+188.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.1% | -0.6% | +1.8% |
| 7D | +6.0% | +8.7% | -2.7% | +4.2% |
| 30D | +5.5% | +7.6% | -2.2% | +3.8% |
| 3M | -9.8% | -5.3% | -4.5% | -8.8% |
| 6M | -16.0% | +27.6% | -43.6% | -20.6% |
| YTD | -27.6% | +32.4% | -60.0% | -32.1% |
| 1Y | -38.6% | +22.9% | -61.5% | -41.6% |
| 3Y | -22.8% | +43.1% | -65.9% | -29.8% |
| 5Y | -5.2% | -21.4% | +16.2% | -4.9% |
| All | +207.7% | +19.1% | +188.6% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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