+211.0%
PDD vs GEN
+194.2%
+16.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.6% | -0.6% |
| 7D | +5.6% | +2.3% | +3.4% | +5.2% |
| 30D | +5.8% | +33.1% | -27.3% | +0.1% |
| 3M | -8.6% | +6.5% | -15.1% | -10.3% |
| 6M | -18.8% | +53.8% | -72.6% | -25.9% |
| YTD | -26.8% | +11.2% | -38.0% | -29.1% |
| 1Y | -39.3% | +19.4% | -58.7% | -42.1% |
| 3Y | -22.5% | +81.0% | -103.5% | -33.0% |
| 5Y | -0.8% | +33.4% | -34.2% | -13.9% |
| All | +211.0% | +194.2% | +16.8% | +87.6% |
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 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