+339.6%
PODD vs WU
-38.9%
+378.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.8% | +1.8% |
| 7D | +4.1% | -2.0% | +6.1% | +4.6% |
| 30D | +13.9% | +11.4% | +2.4% | +10.7% |
| 3M | +4.1% | -6.8% | +10.9% | +5.7% |
| 6M | +2.4% | -14.6% | +17.1% | +5.4% |
| YTD | -46.4% | -20.6% | -25.7% | -43.9% |
| 1Y | -54.2% | -15.4% | -38.8% | -52.8% |
| 3Y | -6.9% | -23.6% | +16.8% | -3.5% |
| 5Y | -51.6% | -43.4% | -8.2% | -46.3% |
| All | +339.6% | -38.9% | +378.5% | +323.3% |
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