+58.0%
TXN vs PDD
-25.6%
+83.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +0.4% |
| 7D | +2.2% | -4.1% | +6.3% | +2.6% |
| 30D | -9.5% | -13.1% | +3.6% | -8.4% |
| 3M | -10.5% | -3.5% | -7.1% | -10.4% |
| 6M | +35.4% | -21.8% | +57.2% | +38.0% |
| YTD | +51.8% | -29.7% | +81.4% | +56.1% |
| 1Y | +42.9% | -36.2% | +79.2% | +48.2% |
| 3Y | +71.3% | -16.4% | +87.7% | +69.8% |
| 5Y | +58.0% | -23.8% | +81.9% | +54.7% |
| All | +58.0% | -25.6% | +83.6% | +54.7% |
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