+237.3%
WMB vs PDD
+216.8%
+20.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.2% | -7.5% | -5.4% |
| 7D | -14.2% | +5.9% | -20.1% | -14.4% |
| 30D | -11.2% | +7.1% | -18.3% | -11.6% |
| 3M | -9.9% | -7.7% | -2.2% | -9.6% |
| 6M | -14.4% | -13.2% | -1.1% | -13.9% |
| YTD | +9.2% | -26.0% | +35.2% | +10.5% |
| 1Y | +15.1% | -38.4% | +53.5% | +17.5% |
| 3Y | +99.2% | -21.1% | +120.3% | +98.1% |
| 5Y | +180.2% | +0.3% | +179.9% | +167.4% |
| All | +237.3% | +216.8% | +20.5% | +164.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling