+194.4%
PDD vs SPXU
-98.7%
+293.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.0% |
| 7D | -4.4% | +1.3% | -5.7% | -4.0% |
| 30D | -15.5% | +5.1% | -20.6% | -14.0% |
| 3M | -4.1% | -9.1% | +5.1% | -6.7% |
| 6M | -23.4% | -29.6% | +6.2% | -31.0% |
| YTD | -30.7% | -27.7% | -3.0% | -36.6% |
| 1Y | -37.6% | -37.0% | -0.7% | -45.0% |
| 3Y | -17.5% | -80.2% | +62.6% | -46.9% |
| 5Y | -24.6% | -86.0% | +61.4% | -47.8% |
| All | +194.4% | -98.7% | +293.1% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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