+1,019.5%
STX vs PDD
-22.7%
+1,042.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +6.3% |
| 7D | +2.4% | -4.1% | +6.4% | +2.8% |
| 30D | +1.4% | -9.6% | +11.0% | +2.4% |
| 3M | -8.2% | -4.3% | -3.9% | -8.1% |
| 6M | +127.0% | -18.8% | +145.8% | +131.4% |
| YTD | +209.1% | -27.5% | +236.6% | +219.2% |
| 1Y | +365.4% | -33.6% | +399.1% | +385.6% |
| 3Y | +1,135.4% | -20.4% | +1,155.8% | +1,134.0% |
| All | +1,019.5% | -22.7% | +1,042.2% | +1,052.4% |
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 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