-22.5%
PDD vs GEN
+79.4%
-101.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.6% | -0.7% |
| 7D | +5.6% | +2.3% | +3.4% | +5.3% |
| 30D | +5.8% | +33.1% | -27.3% | +1.3% |
| 3M | -8.6% | +6.5% | -15.1% | -10.0% |
| 6M | -18.8% | +53.8% | -72.6% | -24.1% |
| YTD | -26.8% | +11.2% | -38.0% | -28.7% |
| 1Y | -39.3% | +19.4% | -58.7% | -41.5% |
| 3Y | -22.5% | +81.0% | -103.5% | -24.6% |
| All | -22.5% | +79.4% | -101.9% | -24.6% |
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