+382.8%
WMT vs PDD
+203.8%
+179.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.2% | +0.2% |
| 7D | -1.6% | -1.4% | -0.1% | -1.6% |
| 30D | +12.9% | -1.0% | +13.9% | +12.9% |
| 3M | +12.6% | -12.3% | +24.9% | +12.9% |
| 6M | -3.4% | -18.5% | +15.1% | -3.1% |
| YTD | +13.5% | -29.0% | +42.5% | +14.1% |
| 1Y | +23.5% | -40.7% | +64.2% | +24.6% |
| 3Y | +137.3% | -25.7% | +163.0% | +137.0% |
| 5Y | +167.9% | -3.3% | +171.2% | +164.6% |
| All | +382.8% | +203.8% | +179.0% | +382.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling