-13.6%
PDD vs WCC
+139.9%
-153.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.5% | +2.2% |
| 7D | -4.9% | +9.9% | -14.8% | -7.1% |
| 30D | -3.0% | -8.4% | +5.4% | -1.8% |
| 3M | -6.2% | -10.3% | +4.2% | -5.0% |
| 6M | -20.7% | -10.5% | -10.2% | -20.5% |
| YTD | -30.4% | +32.2% | -62.5% | -38.1% |
| 1Y | -41.3% | +25.5% | -66.8% | -47.1% |
| 3Y | -27.7% | +134.7% | -162.4% | -50.2% |
| All | -13.6% | +139.9% | -153.5% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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