+207.9%
PDD vs RMD
+126.7%
+81.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -4.1% | -5.0% | +0.9% | -2.3% |
| 30D | -9.6% | +2.2% | -11.8% | -10.5% |
| 3M | -4.3% | +17.8% | -22.1% | -10.2% |
| 6M | -18.8% | -11.3% | -7.4% | -15.8% |
| YTD | -27.5% | -4.4% | -23.1% | -27.1% |
| 1Y | -33.6% | -15.7% | -17.9% | -30.3% |
| 3Y | -20.4% | +47.7% | -68.1% | -36.1% |
| 5Y | -19.6% | -19.2% | -0.4% | -18.8% |
| All | +207.9% | +126.7% | +81.2% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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