+1,008.2%
SMCI vs PDD
-25.6%
+1,033.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.7% | +2.3% |
| 7D | +9.7% | -4.1% | +13.8% | +10.5% |
| 30D | +29.3% | -13.1% | +42.4% | +32.5% |
| 3M | -8.5% | -3.5% | -5.0% | -8.4% |
| 6M | +28.6% | -21.8% | +50.4% | +34.2% |
| YTD | +37.5% | -29.7% | +67.2% | +46.4% |
| 1Y | +0.5% | -36.2% | +36.8% | +9.0% |
| 3Y | +43.4% | -16.4% | +59.8% | +46.6% |
| 5Y | +1,008.2% | -23.8% | +1,032.0% | +975.8% |
| All | +1,008.2% | -25.6% | +1,033.8% | +975.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling