+791.5%
PODD vs WSM
+1,966.5%
-1,175.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | -4.1% | +2.6% | -6.7% | -4.9% |
| 30D | +0.8% | -9.5% | +10.3% | +4.0% |
| 3M | -6.1% | +12.9% | -19.0% | -9.9% |
| 6M | -40.0% | +23.0% | -63.0% | -44.2% |
| YTD | -49.9% | +28.9% | -78.9% | -54.5% |
| 1Y | -59.3% | +13.7% | -73.0% | -61.7% |
| 3Y | -17.2% | +232.6% | -249.9% | -49.8% |
| 5Y | -53.0% | +185.9% | -238.8% | -71.5% |
| 10Y | +226.1% | +998.6% | -772.5% | +1.4% |
| All | +791.5% | +1,966.5% | -1,175.1% | +28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling