+855.4%
PODD vs WU
-30.3%
+885.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.8% | +1.6% |
| 7D | +4.1% | -2.0% | +6.1% | +4.9% |
| 30D | +13.9% | +11.4% | +2.4% | +8.5% |
| 3M | +4.1% | -6.8% | +10.9% | +6.7% |
| 6M | +2.4% | -14.6% | +17.1% | +7.2% |
| YTD | -46.4% | -20.6% | -25.7% | -42.3% |
| 1Y | -54.2% | -15.4% | -38.8% | -52.2% |
| 3Y | -6.9% | -23.6% | +16.8% | -2.2% |
| 5Y | -51.6% | -43.4% | -8.2% | -43.4% |
| 10Y | +329.3% | -38.8% | +368.1% | +333.6% |
| All | +855.4% | -30.3% | +885.7% | +582.3% |
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 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