+1,097.8%
SMCI vs PDD
+199.6%
+898.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.5% | -2.6% |
| 7D | -11.5% | -1.0% | -10.5% | -11.4% |
| 30D | -33.6% | -2.4% | -31.2% | -33.5% |
| 3M | -11.7% | -14.6% | +3.0% | -9.7% |
| 6M | -21.4% | -19.6% | -1.8% | -19.3% |
| YTD | -5.1% | -30.0% | +24.9% | +0.3% |
| 1Y | -30.9% | -42.5% | +11.7% | -24.4% |
| 3Y | +4.5% | -27.2% | +31.6% | +7.6% |
| 5Y | +534.2% | -8.2% | +542.4% | +490.6% |
| All | +1,097.8% | +199.6% | +898.2% | +697.8% |
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