+824.1%
PODD vs WU
-28.3%
+852.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | +1.6% | -0.8% | +2.4% | +1.9% |
| 30D | +10.7% | -1.1% | +11.8% | +11.0% |
| 3M | +0.7% | -3.9% | +4.6% | +0.6% |
| 6M | -39.3% | -20.7% | -18.6% | -34.2% |
| YTD | -48.1% | -18.4% | -29.8% | -44.6% |
| 1Y | -57.4% | -8.1% | -49.4% | -57.3% |
| 3Y | -23.3% | -24.2% | +0.9% | -18.9% |
| 5Y | -51.3% | -50.4% | -0.8% | -39.5% |
| 10Y | +242.0% | -40.0% | +282.1% | +251.7% |
| All | +824.1% | -28.3% | +852.4% | +554.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling