+182.5%
RTX vs PDD
+199.6%
-17.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.1% |
| 7D | -1.7% | -1.0% | -0.8% | -1.7% |
| 30D | +7.7% | -2.4% | +10.1% | +7.8% |
| 3M | -10.3% | -14.6% | +4.3% | -9.8% |
| 6M | +14.6% | -19.6% | +34.2% | +15.5% |
| YTD | +10.4% | -30.0% | +40.4% | +11.9% |
| 1Y | +13.5% | -42.5% | +56.0% | +16.0% |
| 3Y | +158.6% | -27.2% | +185.8% | +158.3% |
| 5Y | +147.3% | -8.2% | +155.5% | +139.1% |
| All | +182.5% | +199.6% | -17.2% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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