+197.4%
PDD vs GEN
+196.3%
+1.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | -1.0% | +1.0% | -2.0% | -1.2% |
| 30D | -2.4% | +29.1% | -31.5% | -7.1% |
| 3M | -14.6% | +2.9% | -17.5% | -15.7% |
| 6M | -19.6% | +33.6% | -53.2% | -24.5% |
| YTD | -30.0% | +12.0% | -42.0% | -32.3% |
| 1Y | -42.5% | +16.2% | -58.7% | -44.9% |
| 3Y | -27.2% | +65.1% | -92.2% | -35.8% |
| 5Y | -8.2% | +33.3% | -41.5% | -20.2% |
| All | +197.4% | +196.3% | +1.0% | +79.2% |
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