-17.2%
PODD vs WWD
+164.2%
-181.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -3.1% |
| 7D | -4.1% | +0.8% | -4.9% | -4.3% |
| 30D | +0.8% | -6.4% | +7.2% | +2.0% |
| 3M | -6.1% | -5.6% | -0.5% | -5.8% |
| 6M | -40.0% | -9.1% | -30.9% | -39.6% |
| YTD | -49.9% | +12.5% | -62.5% | -52.5% |
| 1Y | -59.3% | +41.3% | -100.6% | -64.2% |
| 3Y | -17.2% | +170.2% | -187.5% | -41.9% |
| All | -17.2% | +164.2% | -181.4% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling