+194.4%
PDD vs GIS
+15.0%
+179.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.5% |
| 7D | -4.4% | -8.6% | +4.2% | -5.0% |
| 30D | -15.5% | -0.5% | -15.0% | -15.5% |
| 3M | -4.1% | +11.9% | -16.0% | -3.1% |
| 6M | -23.4% | -11.6% | -11.8% | -24.3% |
| YTD | -30.7% | -16.3% | -14.3% | -31.7% |
| 1Y | -37.6% | -21.8% | -15.9% | -38.8% |
| 3Y | -17.5% | -35.7% | +18.1% | -20.2% |
| 5Y | -24.6% | -22.9% | -1.7% | -26.3% |
| All | +194.4% | +15.0% | +179.4% | +199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded GIS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling