-8.8%
PODD vs WPM
+215.3%
-224.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | -0.3% |
| 7D | -4.4% | -0.5% | -3.9% | -4.4% |
| 30D | +8.1% | -3.1% | +11.2% | +8.1% |
| 3M | +2.9% | -2.2% | +5.1% | +2.6% |
| 6M | -5.7% | -7.4% | +1.7% | -4.9% |
| YTD | -47.5% | +12.6% | -60.1% | -49.4% |
| 1Y | -55.7% | +22.8% | -78.5% | -58.1% |
| All | -8.8% | +215.3% | -224.1% | -32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling