+200.8%
WMB vs PDD
-16.7%
+217.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.1% |
| 3M | -4.7% | -6.2% | +1.5% | -4.6% |
| 6M | -7.4% | -20.7% | +13.3% | -6.8% |
| YTD | +17.5% | -30.4% | +47.8% | +18.6% |
| 1Y | +19.5% | -41.3% | +60.7% | +21.4% |
| 3Y | +121.3% | -27.7% | +149.0% | +121.0% |
| All | +200.8% | -16.7% | +217.5% | +202.7% |
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 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