+339.6%
PODD vs WCN
+322.1%
+17.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +4.1% | +2.6% | +1.5% | +2.5% |
| 30D | +13.9% | +23.9% | -10.1% | +0.3% |
| 3M | +4.1% | +17.4% | -13.3% | -5.4% |
| 6M | +2.4% | +28.0% | -25.6% | -11.2% |
| YTD | -46.4% | +11.6% | -57.9% | -50.1% |
| 1Y | -54.2% | +16.9% | -71.0% | -58.5% |
| 3Y | -6.9% | +51.6% | -58.5% | -29.4% |
| 5Y | -51.6% | +48.0% | -99.5% | -63.3% |
| All | +339.6% | +322.1% | +17.5% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling