+211.0%
PDD vs WEC
+132.8%
+78.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -1.3% |
| 7D | +5.6% | -0.2% | +5.8% | +5.6% |
| 30D | +5.8% | +12.3% | -6.5% | +6.9% |
| 3M | -8.6% | +8.3% | -16.9% | -7.9% |
| 6M | -18.8% | +3.5% | -22.3% | -18.5% |
| YTD | -26.8% | +12.7% | -39.5% | -25.9% |
| 1Y | -39.3% | +8.2% | -47.5% | -38.8% |
| 3Y | -22.5% | +55.9% | -78.4% | -19.4% |
| 5Y | -0.8% | +51.2% | -52.0% | +3.3% |
| All | +211.0% | +132.8% | +78.2% | +245.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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