+183.2%
RTX vs PDD
+210.2%
-27.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.7% |
| 7D | -5.2% | -4.1% | -1.1% | -5.0% |
| 30D | -9.4% | -9.6% | +0.2% | -9.0% |
| 3M | +12.3% | -4.3% | +16.6% | +12.4% |
| 6M | -3.1% | -18.8% | +15.6% | -2.3% |
| YTD | +10.7% | -27.5% | +38.2% | +12.1% |
| 1Y | +28.4% | -33.6% | +62.0% | +30.5% |
| 3Y | +147.1% | -20.4% | +167.5% | +145.7% |
| 5Y | +167.2% | -19.6% | +186.8% | +160.6% |
| All | +183.2% | +210.2% | -27.0% | +128.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling