+1,048.7%
SMH vs PDD
+196.6%
+852.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.3% |
| 7D | +4.3% | -4.4% | +8.8% | +5.1% |
| 30D | +0.9% | -15.5% | +16.3% | +3.6% |
| 3M | -2.8% | -4.1% | +1.2% | -2.5% |
| 6M | +45.6% | -23.4% | +69.0% | +51.5% |
| YTD | +59.5% | -30.7% | +90.1% | +68.6% |
| 1Y | +93.4% | -37.6% | +131.1% | +108.2% |
| 3Y | +287.1% | -17.5% | +304.6% | +283.8% |
| 5Y | +338.0% | -24.6% | +362.7% | +301.8% |
| All | +1,048.7% | +196.6% | +852.1% | +644.4% |
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