+824.1%
PODD vs WCC
+449.7%
+374.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.9% | -5.9% | -3.4% |
| 7D | +1.6% | +4.5% | -2.9% | 0.0% |
| 30D | +10.7% | -5.8% | +16.5% | +12.5% |
| 3M | +0.7% | -3.7% | +4.4% | +0.1% |
| 6M | -39.3% | +23.1% | -62.3% | -45.7% |
| YTD | -48.1% | +44.2% | -92.3% | -56.6% |
| 1Y | -57.4% | +62.1% | -119.5% | -66.3% |
| 3Y | -23.3% | +121.1% | -144.4% | -50.2% |
| 5Y | -51.3% | +214.0% | -265.2% | -74.5% |
| 10Y | +242.0% | +472.8% | -230.8% | +11.5% |
| All | +824.1% | +449.7% | +374.4% | +37.3% |
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 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