+207.9%
PDD vs GEN
+202.7%
+5.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -4.1% | -1.2% | -2.9% | -3.9% |
| 30D | -9.6% | +10.1% | -19.7% | -11.4% |
| 3M | -4.3% | +16.1% | -20.4% | -7.2% |
| 6M | -18.8% | +38.9% | -57.6% | -24.1% |
| YTD | -27.5% | +14.4% | -41.9% | -29.9% |
| 1Y | -33.6% | +5.9% | -39.5% | -34.9% |
| 3Y | -20.4% | +58.8% | -79.2% | -29.0% |
| 5Y | -19.6% | +24.7% | -44.2% | -28.0% |
| All | +207.9% | +202.7% | +5.2% | +85.7% |
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 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