+40.2%
UNP vs PDD
-16.7%
+56.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.4% | -0.6% |
| 7D | +4.2% | -4.9% | +9.1% | +4.4% |
| 30D | +5.6% | -3.0% | +8.6% | +5.7% |
| 3M | +2.0% | -6.2% | +8.2% | +2.2% |
| 6M | +15.4% | -20.7% | +36.1% | +16.1% |
| YTD | +32.7% | -30.4% | +63.1% | +34.1% |
| 1Y | +39.4% | -41.3% | +80.7% | +41.6% |
| 3Y | +54.3% | -27.7% | +82.0% | +54.4% |
| All | +40.2% | -16.7% | +56.9% | +41.5% |
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 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