+198.7%
PDD vs WU
-42.2%
+240.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.4% |
| 7D | -4.1% | -0.8% | -3.3% | -3.9% |
| 30D | -13.1% | -1.1% | -12.0% | -13.0% |
| 3M | -3.5% | -1.8% | -1.7% | -4.3% |
| 6M | -21.8% | -23.9% | +2.1% | -17.7% |
| YTD | -29.7% | -20.4% | -9.3% | -26.9% |
| 1Y | -36.2% | -10.6% | -25.6% | -35.8% |
| 3Y | -16.4% | -27.7% | +11.4% | -13.0% |
| 5Y | -23.8% | -51.1% | +27.3% | -14.6% |
| All | +198.7% | -42.2% | +240.9% | +167.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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