+791.5%
PODD vs WCN
+1,240.8%
-449.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -2.8% |
| 7D | -4.1% | -0.4% | -3.7% | -3.8% |
| 30D | +0.8% | -2.1% | +2.9% | +2.4% |
| 3M | -6.1% | +6.4% | -12.5% | -9.9% |
| 6M | -40.0% | -3.7% | -36.3% | -38.6% |
| YTD | -49.9% | -6.4% | -43.6% | -48.0% |
| 1Y | -59.3% | -7.9% | -51.4% | -57.3% |
| 3Y | -17.2% | +20.8% | -38.0% | -30.3% |
| 5Y | -53.0% | +29.0% | -82.0% | -62.9% |
| 10Y | +226.1% | +236.4% | -10.2% | +18.5% |
| All | +791.5% | +1,240.8% | -449.3% | -3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling