-54.6%
PODD vs WSM
+171.2%
-225.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.7% | -2.0% |
| 7D | -10.6% | +0.4% | -11.0% | -10.7% |
| 30D | -6.9% | -10.7% | +3.8% | -4.5% |
| 3M | -10.6% | +8.5% | -19.1% | -12.4% |
| 6M | -43.5% | +19.6% | -63.1% | -46.0% |
| YTD | -52.6% | +26.6% | -79.2% | -55.5% |
| 1Y | -60.1% | +12.0% | -72.1% | -61.6% |
| 3Y | -21.7% | +226.6% | -248.3% | -48.2% |
| 5Y | -54.6% | +174.1% | -228.7% | -68.7% |
| All | -54.6% | +171.2% | -225.8% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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