+107.2%
XBI vs PDD
-16.7%
+123.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.8% | -0.9% |
| 7D | -0.9% | -4.1% | +3.2% | -0.5% |
| 30D | +2.9% | -13.1% | +16.0% | +4.2% |
| 3M | +26.2% | -3.5% | +29.7% | +26.5% |
| 6M | +30.7% | -21.8% | +52.5% | +33.6% |
| YTD | +32.9% | -29.7% | +62.6% | +37.0% |
| 1Y | +72.3% | -36.2% | +108.5% | +78.7% |
| 3Y | +107.2% | -16.4% | +123.5% | +101.5% |
| All | +107.2% | -16.7% | +123.9% | +101.5% |
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 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