-53.3%
PODD vs WST
-0.1%
-53.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.9% | -8.0% | -6.6% |
| 7D | -2.1% | -3.1% | +1.0% | -1.4% |
| 30D | +9.0% | +9.1% | -0.1% | +6.7% |
| 3M | +5.2% | +14.7% | -9.5% | +1.6% |
| 6M | -3.2% | +28.0% | -31.2% | -9.1% |
| YTD | -48.5% | +45.6% | -94.1% | -53.4% |
| 1Y | -54.7% | +45.7% | -100.4% | -59.1% |
| 3Y | -7.8% | +21.1% | -28.9% | -20.1% |
| All | -53.3% | -0.1% | -53.1% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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