+776.5%
SHOP vs PDD
+198.2%
+578.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | -2.5% | -3.8% | +1.4% | -1.4% |
| 30D | -16.7% | -2.4% | -14.4% | -16.2% |
| 3M | -2.2% | -12.7% | +10.5% | +1.8% |
| 6M | +45.6% | -20.0% | +65.6% | +54.8% |
| YTD | -7.3% | -30.3% | +23.0% | +2.9% |
| 1Y | -6.1% | -42.4% | +36.3% | +10.1% |
| 3Y | +143.3% | -27.5% | +170.9% | +145.9% |
| 5Y | +0.2% | -14.9% | +15.1% | -16.9% |
| All | +776.5% | +198.2% | +578.4% | +348.4% |
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