-36.2%
PDD vs WSM
+14.1%
-50.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.0% |
| 7D | -4.1% | +2.6% | -6.7% | -4.5% |
| 30D | -13.1% | -9.5% | -3.6% | -11.6% |
| 3M | -3.5% | +12.9% | -16.4% | -6.3% |
| 6M | -21.8% | +23.0% | -44.8% | -26.2% |
| YTD | -29.7% | +28.9% | -58.6% | -34.7% |
| 1Y | -36.2% | +13.7% | -49.9% | -40.0% |
| All | -36.2% | +14.1% | -50.3% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling