+180.1%
RTX vs PDD
+198.0%
-17.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.7% | 0.0% |
| 7D | +4.8% | -4.9% | +9.7% | +5.0% |
| 30D | +6.5% | -3.0% | +9.5% | +6.6% |
| 3M | -9.6% | -6.2% | -3.5% | -9.4% |
| 6M | +12.3% | -20.7% | +33.0% | +13.3% |
| YTD | +9.5% | -30.4% | +39.8% | +11.0% |
| 1Y | +15.8% | -41.3% | +57.1% | +18.3% |
| 3Y | +157.0% | -27.7% | +184.7% | +156.8% |
| 5Y | +148.8% | -16.9% | +165.7% | +142.1% |
| All | +180.1% | +198.0% | -17.9% | +126.5% |
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