+72.2%
V vs PDD
-22.7%
+94.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.0% |
| 7D | -1.7% | -4.1% | +2.3% | -1.4% |
| 30D | +2.0% | -9.6% | +11.6% | +2.7% |
| 3M | +17.4% | -4.3% | +21.6% | +17.6% |
| 6M | +17.5% | -18.8% | +36.3% | +19.1% |
| YTD | +7.6% | -27.5% | +35.1% | +10.0% |
| 1Y | +7.7% | -33.6% | +41.3% | +10.8% |
| 3Y | +54.7% | -20.4% | +75.1% | +53.1% |
| All | +72.2% | -22.7% | +94.8% | +62.7% |
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