+207.9%
PDD vs NVS
+188.0%
+19.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.3% |
| 7D | -4.1% | +4.0% | -8.1% | -5.4% |
| 30D | -9.6% | +3.6% | -13.2% | -10.7% |
| 3M | -4.3% | +7.8% | -12.1% | -7.1% |
| 6M | -18.8% | -0.2% | -18.6% | -19.1% |
| YTD | -27.5% | +19.6% | -47.1% | -32.3% |
| 1Y | -33.6% | +28.4% | -62.0% | -39.6% |
| 3Y | -20.4% | +76.2% | -96.6% | -37.0% |
| 5Y | -19.6% | +111.1% | -130.7% | -42.9% |
| All | +207.9% | +188.0% | +19.9% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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