+221.7%
PODD vs WPM
+545.0%
-323.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.7% | +1.3% | -1.8% |
| 7D | -10.6% | -3.6% | -7.0% | -10.0% |
| 30D | -6.9% | +12.5% | -19.4% | -8.9% |
| 3M | -10.6% | +40.6% | -51.2% | -16.3% |
| 6M | -43.5% | +0.5% | -44.0% | -44.1% |
| YTD | -52.6% | +29.0% | -81.7% | -55.7% |
| 1Y | -60.1% | +43.8% | -103.9% | -63.7% |
| 3Y | -21.7% | +266.3% | -287.9% | -42.0% |
| 5Y | -54.6% | +255.1% | -309.7% | -66.9% |
| All | +221.7% | +545.0% | -323.2% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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