-18.7%
PDD vs SWK
+15.2%
-33.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | -4.1% | -0.4% | -3.6% | -4.0% |
| 30D | -9.6% | -5.7% | -3.9% | -8.6% |
| 3M | -4.3% | +24.1% | -28.3% | -9.0% |
| 6M | -18.8% | +24.7% | -43.5% | -23.2% |
| YTD | -27.5% | +33.9% | -61.4% | -32.7% |
| 1Y | -33.6% | +34.7% | -68.3% | -38.7% |
| All | -18.7% | +15.2% | -33.8% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling