+43.4%
SMCI vs PDD
-16.7%
+60.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.7% | +2.7% |
| 7D | +9.7% | -4.1% | +13.8% | +11.2% |
| 30D | +29.3% | -13.1% | +42.4% | +35.0% |
| 3M | -8.5% | -3.5% | -5.0% | -8.5% |
| 6M | +28.6% | -21.8% | +50.4% | +39.0% |
| YTD | +37.5% | -29.7% | +67.2% | +54.2% |
| 1Y | +0.5% | -36.2% | +36.8% | +16.4% |
| 3Y | +43.4% | -16.4% | +59.8% | +37.0% |
| All | +43.4% | -16.7% | +60.1% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling