+194.7%
WELL vs PDD
-23.2%
+217.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | +4.4% | +5.6% | -1.2% | +4.4% |
| 30D | +10.8% | +5.8% | +5.0% | +10.8% |
| 3M | +4.2% | -8.6% | +12.8% | +4.3% |
| 6M | +14.0% | -18.8% | +32.8% | +14.2% |
| YTD | +33.4% | -26.8% | +60.2% | +33.6% |
| 1Y | +32.4% | -39.3% | +71.7% | +32.5% |
| 3Y | +194.7% | -22.5% | +217.2% | +197.9% |
| All | +194.7% | -23.2% | +217.9% | +197.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling