+262.7%
WMB vs PDD
+198.0%
+64.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.6% |
| 7D | +7.8% | -4.9% | +12.7% | +8.0% |
| 30D | -5.1% | -3.0% | -2.1% | -5.0% |
| 3M | -4.7% | -6.2% | +1.5% | -4.5% |
| 6M | -7.4% | -20.7% | +13.3% | -6.6% |
| YTD | +17.5% | -30.4% | +47.8% | +19.2% |
| 1Y | +19.5% | -41.3% | +60.7% | +22.2% |
| 3Y | +121.3% | -27.7% | +149.0% | +120.9% |
| 5Y | +200.5% | -16.9% | +217.4% | +190.1% |
| All | +262.7% | +198.0% | +64.7% | +184.8% |
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