-21.3%
PODD vs WPM
+273.6%
-294.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.1% | -3.2% |
| 7D | -6.9% | +3.9% | -10.8% | -7.2% |
| 30D | -3.5% | +17.7% | -21.1% | -5.0% |
| 3M | -13.6% | +39.4% | -53.0% | -16.6% |
| 6M | -42.6% | +6.4% | -49.0% | -42.4% |
| YTD | -51.5% | +34.0% | -85.5% | -53.9% |
| 1Y | -60.9% | +50.5% | -111.4% | -64.1% |
| All | -21.3% | +273.6% | -294.9% | -46.1% |
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