-54.4%
PODD vs WWD
+191.3%
-245.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -6.9% | +0.6% | -7.5% | -7.1% |
| 30D | -3.5% | -5.1% | +1.6% | -2.1% |
| 3M | -13.6% | -11.2% | -2.4% | -11.4% |
| 6M | -42.6% | -12.0% | -30.6% | -41.4% |
| YTD | -51.5% | +12.0% | -63.5% | -54.5% |
| 1Y | -60.9% | +42.8% | -103.7% | -66.8% |
| 3Y | -19.8% | +168.9% | -188.7% | -48.1% |
| 5Y | -54.4% | +192.2% | -246.6% | -73.7% |
| All | -54.4% | +191.3% | -245.7% | -73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling