+195.8%
PDD vs GEN
+200.2%
-4.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.4% |
| 7D | -4.9% | +2.0% | -6.9% | -5.3% |
| 30D | -3.0% | +27.7% | -30.8% | -7.6% |
| 3M | -6.2% | +3.3% | -9.4% | -7.3% |
| 6M | -20.7% | +31.8% | -52.5% | -25.3% |
| YTD | -30.4% | +13.5% | -43.9% | -32.9% |
| 1Y | -41.3% | +16.0% | -57.3% | -43.7% |
| 3Y | -27.7% | +70.6% | -98.3% | -36.7% |
| 5Y | -16.9% | +32.1% | -49.0% | -27.4% |
| All | +195.8% | +200.2% | -4.4% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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