-22.5%
PDD vs SOUN
+114.1%
-136.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -0.9% |
| 7D | +5.6% | -2.6% | +8.2% | +5.8% |
| 30D | +5.8% | -27.0% | +32.8% | +7.4% |
| 3M | -8.6% | -41.9% | +33.3% | -6.2% |
| 6M | -18.8% | -56.1% | +37.3% | -15.7% |
| YTD | -26.8% | -58.8% | +32.0% | -24.1% |
| 1Y | -39.3% | -71.1% | +31.8% | -36.2% |
| 3Y | -22.5% | +130.9% | -153.4% | -27.9% |
| All | -22.5% | +114.1% | -136.6% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling