-24.6%
PDD vs SOXQ
+269.0%
-293.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | -4.4% | +5.2% | -9.7% | -7.0% |
| 30D | -15.5% | -0.5% | -15.0% | -15.6% |
| 3M | -4.1% | -5.6% | +1.6% | -4.9% |
| 6M | -23.4% | +53.0% | -76.4% | -44.8% |
| YTD | -30.7% | +68.8% | -99.4% | -53.4% |
| 1Y | -37.6% | +105.7% | -143.4% | -63.4% |
| 3Y | -17.5% | +240.5% | -258.0% | -71.0% |
| 5Y | -24.6% | +266.8% | -291.4% | -74.0% |
| All | -24.6% | +269.0% | -293.6% | -74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling