+201.5%
PDD vs PSX
+209.5%
-8.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.0% | -6.0% | -3.7% |
| 7D | -1.4% | -8.0% | +6.6% | +0.2% |
| 30D | -1.0% | -9.0% | +8.0% | +0.6% |
| 3M | -12.3% | +24.7% | -37.0% | -17.0% |
| 6M | -18.5% | +49.3% | -67.8% | -26.2% |
| YTD | -29.0% | +100.2% | -129.2% | -40.4% |
| 1Y | -40.7% | +88.8% | -129.6% | -49.6% |
| 3Y | -25.7% | +152.5% | -178.2% | -41.5% |
| 5Y | -3.3% | +283.2% | -286.5% | -30.4% |
| All | +201.5% | +209.5% | -8.0% | +166.3% |
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