+198.7%
PDD vs JCI
+389.4%
-190.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.4% |
| 7D | -4.1% | +5.1% | -9.2% | -5.9% |
| 30D | -13.1% | -3.8% | -9.3% | -12.0% |
| 3M | -3.5% | +1.9% | -5.4% | -5.0% |
| 6M | -21.8% | +11.2% | -33.0% | -26.0% |
| YTD | -29.7% | +22.9% | -52.6% | -36.4% |
| 1Y | -36.2% | +37.4% | -73.6% | -45.0% |
| 3Y | -16.4% | +167.8% | -184.2% | -48.0% |
| 5Y | -23.8% | +115.0% | -138.9% | -49.4% |
| All | +198.7% | +389.4% | -190.7% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded JCI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling