+194.4%
PDD vs SYY
+41.4%
+153.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -1.9% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | -15.5% | -2.7% | -12.7% | -15.0% |
| 3M | -4.1% | +5.9% | -9.9% | -5.4% |
| 6M | -23.4% | -2.3% | -21.1% | -23.4% |
| YTD | -30.7% | +13.1% | -43.8% | -33.1% |
| 1Y | -37.6% | +3.8% | -41.4% | -38.7% |
| 3Y | -17.5% | +26.7% | -44.3% | -23.5% |
| 5Y | -24.6% | +19.4% | -44.0% | -28.4% |
| All | +194.4% | +41.4% | +153.0% | +153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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