+286.7%
SMH vs PDD
-16.7%
+303.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +1.7% |
| 7D | +5.2% | -4.1% | +9.3% | +6.0% |
| 30D | -1.5% | -13.1% | +11.5% | +1.0% |
| 3M | -4.1% | -3.5% | -0.6% | -3.8% |
| 6M | +50.8% | -21.8% | +72.6% | +57.5% |
| YTD | +59.3% | -29.7% | +89.0% | +69.8% |
| 1Y | +94.1% | -36.2% | +130.3% | +110.7% |
| 3Y | +286.7% | -16.4% | +303.1% | +268.3% |
| All | +286.7% | -16.7% | +303.4% | +268.3% |
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