+835.4%
PODD vs WCC
+412.5%
+422.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.4% | +14.2% | -18.6% | -8.9% |
| 30D | +8.1% | -9.8% | +17.9% | +10.8% |
| 3M | +2.9% | -10.1% | +13.0% | +4.6% |
| 6M | -5.7% | -9.4% | +3.7% | -6.2% |
| YTD | -47.5% | +34.4% | -81.9% | -55.7% |
| 1Y | -55.7% | +23.3% | -79.0% | -61.5% |
| 3Y | -3.7% | +137.9% | -141.7% | -40.3% |
| 5Y | -52.6% | +144.0% | -196.6% | -72.9% |
| 10Y | +320.3% | +442.5% | -122.2% | +37.5% |
| All | +835.4% | +412.5% | +422.9% | +40.1% |
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