+278.8%
WMB vs PDD
-22.7%
+301.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +0.6% | -4.1% | +4.6% | +0.7% |
| 30D | +3.3% | -9.6% | +12.9% | +3.6% |
| 3M | +3.1% | -4.3% | +7.4% | +3.2% |
| 6M | -0.7% | -18.8% | +18.1% | -0.1% |
| YTD | +25.2% | -27.5% | +52.7% | +26.3% |
| 1Y | +32.9% | -33.6% | +66.5% | +34.5% |
| 3Y | +140.6% | -20.4% | +161.0% | +139.4% |
| All | +278.8% | -22.7% | +301.4% | +278.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling