-17.2%
PODD vs WCC
+137.6%
-154.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.5% | -6.0% | -3.9% |
| 7D | -4.1% | +8.5% | -12.6% | -5.2% |
| 30D | +0.8% | -1.0% | +1.8% | +0.7% |
| 3M | -6.1% | +2.1% | -8.2% | -6.9% |
| 6M | -40.0% | +36.8% | -76.8% | -44.2% |
| YTD | -49.9% | +47.7% | -97.7% | -54.5% |
| 1Y | -59.3% | +66.5% | -125.8% | -64.1% |
| 3Y | -17.2% | +134.2% | -151.4% | -42.4% |
| All | -17.2% | +137.6% | -154.9% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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