+211.0%
PDD vs PSX
+200.6%
+10.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +5.6% | -13.1% | +18.7% | +8.6% |
| 30D | +5.8% | -9.5% | +15.3% | +7.6% |
| 3M | -8.6% | +20.2% | -28.8% | -12.8% |
| 6M | -18.8% | +44.9% | -63.7% | -26.0% |
| YTD | -26.8% | +94.4% | -121.2% | -38.1% |
| 1Y | -39.3% | +83.1% | -122.3% | -48.1% |
| 3Y | -22.5% | +132.2% | -154.6% | -37.9% |
| 5Y | -0.8% | +278.8% | -279.6% | -28.3% |
| All | +211.0% | +200.6% | +10.4% | +176.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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