+24.6%
SYK vs PDD
-16.7%
+41.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.7% | -1.0% |
| 7D | -5.0% | -4.9% | -0.1% | -4.7% |
| 30D | +9.9% | -3.0% | +13.0% | +10.2% |
| 3M | -8.9% | -6.2% | -2.8% | -8.5% |
| 6M | +3.1% | -20.7% | +23.8% | +4.5% |
| YTD | -11.1% | -30.4% | +19.2% | -9.3% |
| 1Y | -16.2% | -41.3% | +25.1% | -13.7% |
| 3Y | +13.2% | -27.7% | +40.9% | +13.1% |
| All | +24.6% | -16.7% | +41.3% | +25.7% |
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