+855.4%
PODD vs WSM
+2,211.3%
-1,355.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.7% | +1.7% |
| 7D | +4.1% | 0.0% | +4.1% | +4.0% |
| 30D | +13.9% | +5.1% | +8.8% | +12.1% |
| 3M | +4.1% | +5.1% | -1.0% | +2.4% |
| 6M | +2.4% | +48.6% | -46.1% | -10.3% |
| YTD | -46.4% | +44.2% | -90.5% | -52.9% |
| 1Y | -54.2% | +38.1% | -92.3% | -59.3% |
| 3Y | -6.9% | +257.2% | -264.1% | -44.5% |
| 5Y | -51.6% | +165.1% | -216.7% | -69.6% |
| 10Y | +329.3% | +1,123.6% | -794.3% | +28.9% |
| All | +855.4% | +2,211.3% | -1,355.9% | +32.4% |
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