+198.7%
PDD vs RGEN
+245.6%
-46.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.5% | -3.2% |
| 7D | -4.1% | -0.9% | -3.2% | -3.9% |
| 30D | -13.1% | +2.8% | -15.9% | -14.0% |
| 3M | -3.5% | +34.5% | -37.9% | -13.0% |
| 6M | -21.8% | +40.5% | -62.2% | -31.4% |
| YTD | -29.7% | +2.8% | -32.5% | -31.8% |
| 1Y | -36.2% | +39.6% | -75.8% | -44.7% |
| 3Y | -16.4% | +4.4% | -20.8% | -27.5% |
| 5Y | -23.8% | -42.8% | +18.9% | -22.7% |
| All | +198.7% | +245.6% | -46.9% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling