+29.3%
V vs PDD
-38.2%
+67.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.5% | +1.4% | +3.5% |
| 7D | +9.0% | +6.0% | +2.9% | +8.1% |
| 30D | +18.1% | +5.5% | +12.6% | +17.2% |
| 3M | +18.3% | -9.8% | +28.1% | +19.4% |
| 6M | +34.1% | -16.0% | +50.1% | +35.7% |
| YTD | +25.2% | -27.6% | +52.8% | +30.8% |
| 1Y | +29.3% | -38.6% | +67.9% | +37.1% |
| All | +29.3% | -38.2% | +67.5% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling