-24.6%
PDD vs NVMI
+274.3%
-299.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.2% |
| 7D | -4.4% | +6.9% | -11.4% | -6.4% |
| 30D | -15.5% | -2.8% | -12.6% | -15.1% |
| 3M | -4.1% | -27.3% | +23.3% | +3.2% |
| 6M | -23.4% | -13.7% | -9.7% | -24.2% |
| YTD | -30.7% | +13.8% | -44.5% | -39.0% |
| 1Y | -37.6% | +34.9% | -72.5% | -49.3% |
| 3Y | -17.5% | +213.5% | -231.1% | -64.6% |
| 5Y | -24.6% | +272.5% | -297.1% | -69.7% |
| All | -24.6% | +274.3% | -299.0% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 5y: compounded portfolio wealth divided by compounded NVMI 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…
5y analysis · Full analysis span regression · 6 months rolling