+254.1%
WMB vs PDD
+199.6%
+54.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.6% |
| 7D | -6.9% | -1.0% | -6.0% | -6.9% |
| 30D | -7.2% | -2.4% | -4.8% | -7.1% |
| 3M | -5.4% | -14.6% | +9.2% | -4.8% |
| 6M | -4.9% | -19.6% | +14.7% | -4.1% |
| YTD | +14.7% | -30.0% | +44.7% | +16.3% |
| 1Y | +14.7% | -42.5% | +57.2% | +17.5% |
| 3Y | +116.4% | -27.2% | +143.6% | +115.9% |
| 5Y | +198.5% | -8.2% | +206.8% | +186.2% |
| All | +254.1% | +199.6% | +54.5% | +178.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling