+395.3%
WELL vs PDD
+216.8%
+178.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.1% |
| 7D | +5.3% | +5.9% | -0.6% | +5.1% |
| 30D | +8.7% | +7.1% | +1.6% | +8.5% |
| 3M | +3.8% | -7.7% | +11.5% | +4.0% |
| 6M | +15.4% | -13.2% | +28.6% | +15.7% |
| YTD | +33.7% | -26.0% | +59.6% | +34.6% |
| 1Y | +33.6% | -38.4% | +72.1% | +35.2% |
| 3Y | +194.2% | -21.1% | +215.3% | +193.3% |
| 5Y | +227.0% | +0.3% | +226.7% | +219.7% |
| All | +395.3% | +216.8% | +178.5% | +360.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling