-54.4%
PODD vs WCC
+228.2%
-282.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.8% |
| 7D | -6.9% | +6.8% | -13.7% | -8.2% |
| 30D | -3.5% | -3.0% | -0.4% | -3.1% |
| 3M | -13.6% | +0.2% | -13.8% | -14.5% |
| 6M | -42.6% | +33.2% | -75.8% | -47.6% |
| YTD | -51.5% | +45.8% | -97.3% | -57.0% |
| 1Y | -60.9% | +68.4% | -129.3% | -66.8% |
| 3Y | -19.8% | +131.1% | -150.9% | -41.6% |
| 5Y | -54.4% | +225.6% | -280.0% | -71.3% |
| All | -54.4% | +228.2% | -282.6% | -71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling