-36.2%
PDD vs SOXQ
+279.9%
-316.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.7% | +0.4% |
| 7D | -4.6% | +2.3% | -7.0% | -5.8% |
| 30D | -14.0% | -3.9% | -10.1% | -12.6% |
| 3M | -4.9% | -4.7% | -0.1% | -6.4% |
| 6M | -25.8% | +47.9% | -73.7% | -45.5% |
| YTD | -31.4% | +64.3% | -95.7% | -53.2% |
| 1Y | -37.6% | +95.7% | -133.3% | -62.3% |
| 3Y | -18.4% | +231.5% | -249.9% | -70.8% |
| 5Y | -25.0% | +255.0% | -280.0% | -74.1% |
| All | -36.2% | +279.9% | -316.1% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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