-51.8%
PODD vs WSM
+163.9%
-215.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.7% | +1.8% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | +13.9% | +5.1% | +8.8% | +12.6% |
| 3M | +4.1% | +5.1% | -1.0% | +2.9% |
| 6M | +2.4% | +48.6% | -46.1% | -7.0% |
| YTD | -46.4% | +44.2% | -90.5% | -51.3% |
| 1Y | -54.2% | +38.1% | -92.3% | -58.0% |
| 3Y | -6.9% | +257.2% | -264.1% | -40.2% |
| All | -51.8% | +163.9% | -215.7% | -66.0% |
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