+1,578.0%
SMCI vs PDD
+196.6%
+1,381.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -3.1% |
| 7D | +5.2% | -4.4% | +9.6% | +6.0% |
| 30D | +23.7% | -15.5% | +39.2% | +27.2% |
| 3M | -4.2% | -4.1% | -0.2% | -4.1% |
| 6M | +21.7% | -23.4% | +45.1% | +27.1% |
| YTD | +33.0% | -30.7% | +63.7% | +41.3% |
| 1Y | -9.3% | -37.6% | +28.3% | -1.9% |
| 3Y | +38.7% | -17.5% | +56.3% | +40.9% |
| 5Y | +967.2% | -24.6% | +991.8% | +924.9% |
| All | +1,578.0% | +196.6% | +1,381.4% | +1,023.5% |
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