+197.4%
PDD vs WEC
+135.1%
+62.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.2% | -1.4% |
| 7D | -1.0% | +1.4% | -2.4% | -0.8% |
| 30D | -2.4% | +12.8% | -15.2% | -1.3% |
| 3M | -14.6% | +11.2% | -25.8% | -13.8% |
| 6M | -19.6% | +6.6% | -26.2% | -19.1% |
| YTD | -30.0% | +13.8% | -43.8% | -29.1% |
| 1Y | -42.5% | +7.6% | -50.2% | -42.0% |
| 3Y | -27.2% | +62.2% | -89.4% | -24.0% |
| 5Y | -8.2% | +52.0% | -60.2% | -4.4% |
| All | +197.4% | +135.1% | +62.3% | +230.4% |
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