+191.4%
PDD vs POET
+297.5%
-106.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.2% |
| 7D | -5.4% | +0.4% | -5.7% | -5.4% |
| 30D | -12.6% | -10.4% | -2.2% | -12.3% |
| 3M | -4.3% | -29.3% | +25.0% | -3.5% |
| 6M | -24.4% | +6.9% | -31.3% | -27.2% |
| YTD | -31.4% | +25.6% | -57.0% | -34.7% |
| 1Y | -38.1% | +49.2% | -87.3% | -42.1% |
| 3Y | -20.1% | +128.4% | -148.6% | -29.7% |
| 5Y | -25.0% | -4.2% | -20.8% | -31.6% |
| All | +191.4% | +297.5% | -106.1% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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