+180.3%
WMB vs PDD
-1.2%
+181.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -13.8% | +5.6% | -19.4% | -14.0% |
| 30D | -10.3% | +5.8% | -16.1% | -10.5% |
| 3M | -10.1% | -8.6% | -1.4% | -9.8% |
| 6M | -11.8% | -18.8% | +7.0% | -11.3% |
| YTD | +8.9% | -26.8% | +35.7% | +9.9% |
| 1Y | +14.0% | -39.3% | +53.2% | +15.7% |
| 3Y | +100.5% | -22.5% | +123.0% | +99.8% |
| All | +180.3% | -1.2% | +181.5% | +179.8% |
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 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