-23.2%
PODD vs WY
-25.0%
+1.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.3% | -1.6% |
| 7D | -10.6% | -3.7% | -6.9% | -9.6% |
| 30D | -6.9% | -11.3% | +4.4% | -3.7% |
| 3M | -10.6% | -8.1% | -2.5% | -8.7% |
| 6M | -43.5% | -7.4% | -36.0% | -42.4% |
| YTD | -52.6% | -4.7% | -47.9% | -52.3% |
| 1Y | -60.1% | -9.2% | -50.9% | -59.2% |
| All | -23.2% | -25.0% | +1.9% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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