+64.8%
XBI vs PDD
+196.6%
-131.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.1% | -1.4% |
| 7D | -3.6% | -4.4% | +0.8% | -3.0% |
| 30D | +0.9% | -15.5% | +16.3% | +3.4% |
| 3M | +21.4% | -4.1% | +25.5% | +21.9% |
| 6M | +25.5% | -23.4% | +48.9% | +30.0% |
| YTD | +30.8% | -30.7% | +61.5% | +37.5% |
| 1Y | +68.6% | -37.6% | +106.2% | +79.6% |
| 3Y | +103.9% | -17.5% | +121.5% | +99.6% |
| 5Y | +20.8% | -24.6% | +45.4% | +8.7% |
| All | +64.8% | +196.6% | -131.8% | +12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling