-13.6%
PDD vs NVT
+226.5%
-240.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | -4.9% | +8.0% | -12.9% | -6.3% |
| 30D | -3.0% | -24.8% | +21.7% | +1.6% |
| 3M | -6.2% | -32.4% | +26.3% | +0.1% |
| 6M | -20.7% | -33.5% | +12.8% | -15.9% |
| YTD | -30.4% | +13.2% | -43.5% | -37.1% |
| 1Y | -41.3% | +9.0% | -50.2% | -46.5% |
| 3Y | -27.7% | +129.4% | -157.1% | -53.5% |
| All | -13.6% | +226.5% | -240.1% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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