+1,488.7%
PDEX vs SPY
+311.8%
+1,176.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +1.5% |
| 7D | +12.7% | -0.9% | +13.6% | +13.4% |
| 30D | +13.3% | -2.4% | +15.7% | +15.2% |
| 3M | +7.1% | -1.2% | +8.3% | +8.1% |
| 6M | +26.5% | +3.3% | +23.2% | +24.6% |
| YTD | +85.8% | +12.3% | +73.5% | +74.4% |
| 1Y | +112.7% | +12.4% | +100.3% | +99.5% |
| 3Y | +294.5% | +78.8% | +215.7% | +181.1% |
| 5Y | +189.1% | +75.2% | +113.9% | +107.4% |
| 10Y | +1,488.7% | +311.1% | +1,177.6% | +681.3% |
| All | +1,488.7% | +311.8% | +1,176.9% | +681.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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