+392.1%
WMT vs PDD
+198.0%
+194.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.5% |
| 7D | +2.0% | -4.9% | +6.9% | +2.1% |
| 30D | +10.3% | -3.0% | +13.3% | +10.3% |
| 3M | +11.0% | -6.2% | +17.1% | +11.1% |
| 6M | -2.3% | -20.7% | +18.4% | -2.0% |
| YTD | +15.7% | -30.4% | +46.1% | +16.4% |
| 1Y | +26.0% | -41.3% | +67.2% | +27.1% |
| 3Y | +136.5% | -27.7% | +164.2% | +136.3% |
| 5Y | +176.8% | -16.9% | +193.7% | +174.8% |
| All | +392.1% | +198.0% | +194.1% | +391.9% |
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