-22.5%
PDD vs JCI
+174.6%
-197.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.8% | -1.5% |
| 7D | +5.6% | -9.4% | +15.0% | +7.0% |
| 30D | +5.8% | -13.4% | +19.2% | +7.8% |
| 3M | -8.6% | -12.4% | +3.8% | -7.1% |
| 6M | -18.8% | -5.1% | -13.7% | -19.1% |
| YTD | -26.8% | +13.7% | -40.5% | -30.0% |
| 1Y | -39.3% | +11.4% | -50.7% | -41.7% |
| 3Y | -22.5% | +175.9% | -198.4% | -31.6% |
| All | -22.5% | +174.6% | -197.1% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling