-14.9%
PDD vs WPM
+280.0%
-294.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.8% |
| 7D | -4.1% | +1.1% | -5.1% | -4.2% |
| 30D | -9.6% | +26.4% | -36.0% | -12.4% |
| 3M | -4.3% | +20.8% | -25.1% | -6.8% |
| 6M | -18.8% | +1.1% | -19.9% | -19.6% |
| YTD | -27.5% | +32.5% | -60.0% | -30.2% |
| 1Y | -33.6% | +51.5% | -85.2% | -37.0% |
| All | -14.9% | +280.0% | -294.9% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling