+211.0%
PDD vs SWK
+3.8%
+207.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | +5.6% | +11.0% | -5.4% | +1.7% |
| 30D | +5.8% | +30.1% | -24.3% | -3.4% |
| 3M | -8.6% | +14.7% | -23.3% | -13.1% |
| 6M | -18.8% | +44.5% | -63.3% | -29.4% |
| YTD | -26.8% | +59.4% | -86.2% | -39.0% |
| 1Y | -39.3% | +77.5% | -116.8% | -51.4% |
| 3Y | -22.5% | +49.5% | -72.0% | -37.5% |
| 5Y | -0.8% | -24.9% | +24.1% | +0.9% |
| All | +211.0% | +3.8% | +207.2% | +175.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling