+214.4%
PDD vs SUI
+61.8%
+152.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.0% |
| 7D | +5.9% | +8.8% | -2.9% | +3.8% |
| 30D | +7.1% | +8.9% | -1.9% | +4.9% |
| 3M | -7.7% | +2.0% | -9.7% | -8.2% |
| 6M | -13.2% | -0.6% | -12.6% | -13.3% |
| YTD | -26.0% | +1.3% | -27.3% | -26.5% |
| 1Y | -38.4% | +1.3% | -39.7% | -38.9% |
| 3Y | -21.1% | +16.3% | -37.4% | -26.3% |
| 5Y | +0.3% | -25.1% | +25.4% | +2.7% |
| All | +214.4% | +61.8% | +152.6% | +197.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling