+195.8%
PDD vs PNC
+117.4%
+78.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.3% | +1.7% |
| 7D | -4.9% | +3.1% | -8.0% | -5.6% |
| 30D | -3.0% | +7.6% | -10.7% | -4.9% |
| 3M | -6.2% | -8.1% | +2.0% | -4.3% |
| 6M | -20.7% | +12.6% | -33.3% | -23.4% |
| YTD | -30.4% | +15.0% | -45.3% | -33.2% |
| 1Y | -41.3% | +30.4% | -71.7% | -45.6% |
| 3Y | -27.7% | +116.1% | -143.8% | -42.5% |
| 5Y | -16.9% | +37.5% | -54.3% | -26.7% |
| All | +195.8% | +117.4% | +78.4% | +163.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling