+248.8%
WMB vs PDD
+203.8%
+45.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.0% | +6.7% | +3.8% |
| 7D | -6.7% | -1.4% | -5.2% | -6.6% |
| 30D | -8.6% | -1.0% | -7.5% | -8.6% |
| 3M | -4.9% | -12.3% | +7.3% | -4.4% |
| 6M | -6.3% | -18.5% | +12.2% | -5.6% |
| YTD | +13.0% | -29.0% | +42.0% | +14.5% |
| 1Y | +14.9% | -40.7% | +55.6% | +17.5% |
| 3Y | +113.4% | -25.7% | +139.1% | +112.7% |
| 5Y | +190.2% | -3.3% | +193.4% | +177.2% |
| All | +248.8% | +203.8% | +45.1% | +173.7% |
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