+855.4%
PODD vs WCC
+404.0%
+451.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.7% |
| 7D | +4.1% | +9.9% | -5.9% | +0.6% |
| 30D | +13.9% | -8.4% | +22.3% | +16.0% |
| 3M | +4.1% | -10.3% | +14.5% | +5.9% |
| 6M | +2.4% | -10.5% | +12.9% | +2.3% |
| YTD | -46.4% | +32.2% | -78.5% | -54.5% |
| 1Y | -54.2% | +25.5% | -79.7% | -60.4% |
| 3Y | -6.9% | +134.7% | -141.6% | -42.0% |
| 5Y | -51.6% | +139.9% | -191.5% | -72.2% |
| 10Y | +329.3% | +433.5% | -104.2% | +41.3% |
| All | +855.4% | +404.0% | +451.4% | +43.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling