-27.7%
PDD vs SOXQ
+201.0%
-228.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.7% | -6.2% | -1.6% |
| 7D | -3.8% | +2.9% | -6.7% | -4.7% |
| 30D | -2.4% | -13.6% | +11.3% | +0.4% |
| 3M | -12.7% | -12.5% | -0.2% | -10.8% |
| 6M | -20.0% | -12.4% | -7.7% | -20.4% |
| YTD | -30.3% | +49.6% | -79.9% | -42.8% |
| 1Y | -42.4% | +52.0% | -94.3% | -53.0% |
| All | -27.7% | +201.0% | -228.7% | -49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling