-27.2%
PDD vs GEN
+66.2%
-93.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | -1.0% | +1.0% | -2.0% | -1.1% |
| 30D | -2.4% | +29.1% | -31.5% | -6.1% |
| 3M | -14.6% | +2.9% | -17.5% | -15.4% |
| 6M | -19.6% | +33.6% | -53.2% | -23.4% |
| YTD | -30.0% | +12.0% | -42.0% | -31.9% |
| 1Y | -42.5% | +16.2% | -58.7% | -44.4% |
| 3Y | -27.2% | +65.1% | -92.2% | -26.9% |
| All | -27.2% | +66.2% | -93.4% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling