-54.6%
PODD vs WCN
+25.5%
-80.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.7% |
| 7D | -10.6% | -4.4% | -6.1% | -8.2% |
| 30D | -6.9% | -4.4% | -2.5% | -4.5% |
| 3M | -10.6% | +0.5% | -11.1% | -10.6% |
| 6M | -43.5% | -3.3% | -40.2% | -42.5% |
| YTD | -52.6% | -8.5% | -44.1% | -50.5% |
| 1Y | -60.1% | -8.9% | -51.2% | -58.3% |
| 3Y | -21.7% | +18.0% | -39.7% | -31.3% |
| 5Y | -54.6% | +25.0% | -79.6% | -64.6% |
| All | -54.6% | +25.5% | -80.0% | -64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling