+107.1%
PDD vs SOUN
-25.7%
+132.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -1.4% |
| 7D | -4.4% | -4.4% | 0.0% | -4.3% |
| 30D | -15.5% | -13.1% | -2.3% | -15.1% |
| 3M | -4.1% | -7.7% | +3.6% | -3.9% |
| 6M | -23.4% | -21.2% | -2.2% | -23.1% |
| YTD | -30.7% | -35.0% | +4.3% | -30.1% |
| 1Y | -37.6% | -56.4% | +18.7% | -36.7% |
| 3Y | -17.5% | +181.7% | -199.3% | -20.9% |
| All | +107.1% | -25.7% | +132.8% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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