+198.7%
PDD vs WPM
+701.0%
-502.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -4.1% | +7.0% | -11.1% | -5.5% |
| 30D | -13.1% | +15.7% | -28.8% | -15.9% |
| 3M | -3.5% | +35.2% | -38.7% | -10.0% |
| 6M | -21.8% | +6.1% | -27.9% | -23.6% |
| YTD | -29.7% | +32.6% | -62.2% | -35.0% |
| 1Y | -36.2% | +46.9% | -83.1% | -42.7% |
| 3Y | -16.4% | +276.3% | -292.7% | -41.7% |
| 5Y | -23.8% | +260.0% | -283.8% | -47.5% |
| All | +198.7% | +701.0% | -502.4% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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