+27.4%
WMT vs PDD
-38.2%
+65.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +3.4% |
| 7D | +8.8% | +6.0% | +2.7% | +8.8% |
| 30D | +22.9% | +5.5% | +17.5% | +22.9% |
| 3M | +16.1% | -9.8% | +25.8% | +15.4% |
| 6M | -0.5% | -16.0% | +15.5% | -0.4% |
| YTD | +16.7% | -27.6% | +44.2% | +15.3% |
| 1Y | +27.4% | -38.6% | +66.0% | +24.5% |
| All | +27.4% | -38.2% | +65.6% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling