+791.5%
PODD vs WY
+47.3%
+744.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -2.8% |
| 7D | -4.1% | -2.1% | -2.1% | -3.2% |
| 30D | +0.8% | -10.5% | +11.3% | +6.1% |
| 3M | -6.1% | -4.9% | -1.2% | -4.2% |
| 6M | -40.0% | -4.9% | -35.1% | -39.1% |
| YTD | -49.9% | -1.7% | -48.3% | -50.3% |
| 1Y | -59.3% | -9.4% | -49.9% | -58.2% |
| 3Y | -17.2% | -22.3% | +5.1% | -10.4% |
| 5Y | -53.0% | -20.5% | -32.5% | -50.0% |
| 10Y | +226.1% | +4.9% | +221.2% | +160.7% |
| All | +791.5% | +47.3% | +744.2% | +281.3% |
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