+201.5%
PDD vs WEC
+135.4%
+66.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.2% | -3.0% |
| 7D | -1.4% | +0.2% | -1.7% | -1.4% |
| 30D | -1.0% | +12.9% | -14.0% | +0.1% |
| 3M | -12.3% | +9.8% | -22.1% | -11.5% |
| 6M | -18.5% | +6.7% | -25.2% | -18.0% |
| YTD | -29.0% | +14.0% | -43.0% | -28.1% |
| 1Y | -40.7% | +7.3% | -48.1% | -40.2% |
| 3Y | -25.7% | +63.8% | -89.5% | -22.4% |
| 5Y | -3.3% | +54.8% | -58.0% | +0.8% |
| All | +201.5% | +135.4% | +66.1% | +235.0% |
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