+195.2%
WELL vs PDD
-22.3%
+217.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.1% |
| 7D | +5.3% | +5.9% | -0.6% | +5.2% |
| 30D | +8.7% | +7.1% | +1.6% | +8.6% |
| 3M | +3.8% | -7.7% | +11.5% | +3.9% |
| 6M | +15.4% | -13.2% | +28.6% | +15.5% |
| YTD | +33.7% | -26.0% | +59.6% | +33.8% |
| 1Y | +33.6% | -38.4% | +72.1% | +33.7% |
| All | +195.2% | -22.3% | +217.6% | +198.4% |
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