+214.4%
PDD vs GEN
+202.2%
+12.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.4% |
| 7D | +5.9% | +8.5% | -2.6% | +4.3% |
| 30D | +7.1% | +34.2% | -27.1% | +1.2% |
| 3M | -7.7% | +10.0% | -17.7% | -10.0% |
| 6M | -13.2% | +56.8% | -70.0% | -21.0% |
| YTD | -26.0% | +14.2% | -40.2% | -28.7% |
| 1Y | -38.4% | +20.8% | -59.2% | -41.4% |
| 3Y | -21.1% | +84.1% | -105.2% | -32.0% |
| 5Y | +0.3% | +37.1% | -36.7% | -13.3% |
| All | +214.4% | +202.2% | +12.3% | +88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling