+132.6%
RTX vs PDD
-1.2%
+133.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.2% |
| 7D | -5.1% | +5.6% | -10.8% | -5.3% |
| 30D | +5.1% | +5.8% | -0.6% | +5.0% |
| 3M | -14.8% | -8.6% | -6.2% | -14.6% |
| 6M | +8.0% | -18.8% | +26.9% | +8.6% |
| YTD | +4.5% | -26.8% | +31.2% | +5.2% |
| 1Y | +9.8% | -39.3% | +49.1% | +11.1% |
| 3Y | +144.2% | -22.5% | +166.7% | +143.6% |
| All | +132.6% | -1.2% | +133.9% | +143.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling