-0.3%
PDD vs NVTS
-44.6%
+44.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.5% | -10.6% | -2.0% |
| 7D | +5.6% | +1.5% | +4.1% | +5.1% |
| 30D | +5.8% | -23.8% | +29.6% | +7.8% |
| 3M | -8.6% | -30.6% | +22.0% | -6.5% |
| 6M | -18.8% | -48.4% | +29.5% | -16.8% |
| YTD | -26.8% | +20.6% | -47.4% | -33.0% |
| 1Y | -39.3% | -2.5% | -36.7% | -43.6% |
| 3Y | -22.5% | +44.0% | -66.5% | -40.0% |
| All | -0.3% | -44.6% | +44.3% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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