+221.7%
PODD vs WU
-39.5%
+261.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -10.6% | -5.0% | -5.6% | -9.4% |
| 30D | -6.9% | -2.3% | -4.7% | -6.4% |
| 3M | -10.6% | -3.2% | -7.4% | -10.7% |
| 6M | -43.5% | -25.0% | -18.4% | -39.8% |
| YTD | -52.6% | -21.7% | -31.0% | -50.1% |
| 1Y | -60.1% | -9.0% | -51.2% | -59.7% |
| 3Y | -21.7% | -28.9% | +7.2% | -17.2% |
| 5Y | -54.6% | -51.0% | -3.5% | -47.9% |
| All | +221.7% | -39.5% | +261.2% | +228.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling