+855.4%
PODD vs WY
+35.1%
+820.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.3% |
| 7D | +4.1% | -0.8% | +4.9% | +4.5% |
| 30D | +13.9% | +10.1% | +3.7% | +8.8% |
| 3M | +4.1% | -15.4% | +19.5% | +12.4% |
| 6M | +2.4% | -8.3% | +10.8% | +5.8% |
| YTD | -46.4% | -9.8% | -36.5% | -44.6% |
| 1Y | -54.2% | -3.9% | -50.3% | -54.2% |
| 3Y | -6.9% | -23.3% | +16.5% | +1.3% |
| 5Y | -51.6% | -31.2% | -20.4% | -44.6% |
| 10Y | +329.3% | +5.5% | +323.7% | +237.5% |
| All | +855.4% | +35.1% | +820.3% | +324.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling