-38.6%
PDD vs SWK
+87.6%
-126.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.1% | -10.6% | +0.3% |
| 7D | +6.0% | +17.9% | -11.9% | +3.1% |
| 30D | +5.5% | +31.9% | -26.5% | +0.8% |
| 3M | -9.8% | +16.6% | -26.3% | -12.1% |
| 6M | -16.0% | +61.1% | -77.1% | -23.8% |
| YTD | -27.6% | +64.2% | -91.8% | -35.9% |
| 1Y | -38.6% | +85.2% | -123.8% | -47.7% |
| All | -38.6% | +87.6% | -126.3% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling