-37.9%
PDD vs QQQI
+57.7%
-95.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | -5.4% | -0.3% | -5.0% | -5.1% |
| 30D | -12.6% | -0.3% | -12.3% | -12.5% |
| 3M | -4.3% | +1.3% | -5.6% | -5.6% |
| 6M | -24.4% | +11.5% | -35.9% | -31.2% |
| YTD | -31.4% | +11.3% | -42.7% | -37.4% |
| 1Y | -38.1% | +16.9% | -55.0% | -45.5% |
| All | -37.9% | +57.7% | -95.6% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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