-23.7%
PDD vs GEN
+24.6%
-48.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.9% |
| 7D | -4.1% | -1.2% | -2.9% | -4.0% |
| 30D | -9.6% | +10.1% | -19.7% | -10.5% |
| 3M | -4.3% | +16.1% | -20.4% | -5.9% |
| 6M | -18.8% | +38.9% | -57.6% | -21.3% |
| YTD | -27.5% | +14.4% | -41.9% | -28.8% |
| 1Y | -33.6% | +5.9% | -39.5% | -34.5% |
| 3Y | -20.4% | +58.8% | -79.2% | -23.3% |
| All | -23.7% | +24.6% | -48.3% | -41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling