+92.7%
SYK vs PDD
+210.2%
-117.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.6% |
| 7D | -8.3% | -4.1% | -4.3% | -8.1% |
| 30D | -10.1% | -9.6% | -0.5% | -9.5% |
| 3M | +0.9% | -4.3% | +5.2% | +1.1% |
| 6M | -20.2% | -18.8% | -1.4% | -19.3% |
| YTD | -13.3% | -27.5% | +14.2% | -11.7% |
| 1Y | -22.3% | -33.6% | +11.3% | -20.6% |
| 3Y | +9.7% | -20.4% | +30.1% | +9.0% |
| 5Y | +15.4% | -19.6% | +35.0% | +10.1% |
| All | +92.7% | +210.2% | -117.5% | +56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling