-13.6%
PDD vs SPXU
-83.3%
+69.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.6% | +2.3% |
| 7D | -4.9% | -7.6% | +2.7% | -7.8% |
| 30D | -3.0% | +5.3% | -8.4% | -0.8% |
| 3M | -6.2% | +9.6% | -15.8% | -2.2% |
| 6M | -20.7% | -4.5% | -16.2% | -21.4% |
| YTD | -30.4% | -25.9% | -4.5% | -36.8% |
| 1Y | -41.3% | -28.9% | -12.4% | -47.4% |
| 3Y | -27.7% | -80.5% | +52.8% | -61.0% |
| All | -13.6% | -83.3% | +69.7% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling