+77.6%
V vs PDD
-23.2%
+100.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +2.2% | +5.6% | -3.4% | +1.9% |
| 30D | +13.6% | +5.8% | +7.8% | +13.2% |
| 3M | +14.3% | -8.6% | +22.9% | +14.7% |
| 6M | +33.1% | -18.8% | +51.9% | +34.1% |
| YTD | +21.2% | -26.8% | +48.0% | +22.6% |
| 1Y | +26.4% | -39.3% | +65.7% | +28.7% |
| 3Y | +77.6% | -22.5% | +100.1% | +79.1% |
| All | +77.6% | -23.2% | +100.8% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling