+195.8%
PDD vs SUI
+57.1%
+138.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.6% |
| 7D | -4.9% | -1.5% | -3.4% | -4.5% |
| 30D | -3.0% | +3.7% | -6.8% | -3.9% |
| 3M | -6.2% | -0.4% | -5.8% | -6.1% |
| 6M | -20.7% | -2.8% | -17.9% | -20.4% |
| YTD | -30.4% | -1.6% | -28.7% | -30.3% |
| 1Y | -41.3% | -2.1% | -39.2% | -41.2% |
| 3Y | -27.7% | +18.5% | -46.2% | -32.9% |
| 5Y | -16.9% | -26.5% | +9.6% | -14.4% |
| All | +195.8% | +57.1% | +138.7% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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