+135.7%
WMT vs PDD
-23.2%
+158.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.7% |
| 7D | +1.6% | +5.6% | -4.0% | +1.6% |
| 30D | +16.1% | +5.8% | +10.3% | +16.0% |
| 3M | +12.3% | -8.6% | +20.9% | +12.3% |
| 6M | -3.1% | -18.8% | +15.8% | -2.9% |
| YTD | +13.4% | -26.8% | +40.2% | +13.6% |
| 1Y | +24.5% | -39.3% | +63.8% | +24.9% |
| 3Y | +135.7% | -22.5% | +158.2% | +126.8% |
| All | +135.7% | -23.2% | +158.9% | +126.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling