+101.1%
WMB vs PDD
-22.3%
+123.4%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.2% | -7.5% | -5.3% |
| 7D | -14.2% | +5.9% | -20.1% | -14.2% |
| 30D | -11.2% | +7.1% | -18.3% | -11.2% |
| 3M | -9.9% | -7.7% | -2.2% | -9.8% |
| 6M | -14.4% | -13.2% | -1.1% | -14.1% |
| YTD | +9.2% | -26.0% | +35.2% | +9.9% |
| 1Y | +15.1% | -38.4% | +53.5% | +16.3% |
| All | +101.1% | -22.3% | +123.4% | +100.8% |
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 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