+928.6%
WDC vs PDD
-22.7%
+951.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +5.8% |
| 7D | +1.7% | -4.1% | +5.8% | +2.4% |
| 30D | -10.0% | -9.6% | -0.4% | -8.6% |
| 3M | -18.8% | -4.3% | -14.5% | -18.6% |
| 6M | +79.0% | -18.8% | +97.8% | +84.1% |
| YTD | +171.6% | -27.5% | +199.1% | +184.5% |
| 1Y | +417.4% | -33.6% | +451.0% | +450.0% |
| 3Y | +1,251.8% | -20.4% | +1,272.2% | +1,253.5% |
| All | +928.6% | -22.7% | +951.3% | +934.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 5y: compounded portfolio wealth divided by compounded PDD 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…
5y analysis · Full analysis span regression · 6 months rolling