+264.6%
WAB vs PODD
+315.5%
-50.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +7.9% | -4.4% | +12.3% | +8.6% |
| 30D | +4.9% | +8.1% | -3.2% | +3.5% |
| 3M | +1.8% | +2.9% | -1.1% | +1.0% |
| 6M | +12.0% | -5.7% | +17.7% | +11.7% |
| YTD | +41.3% | -47.5% | +88.8% | +55.5% |
| 1Y | +43.8% | -55.7% | +99.5% | +62.9% |
| 3Y | +171.1% | -3.7% | +174.8% | +161.5% |
| 5Y | +217.7% | -52.6% | +270.3% | +238.0% |
| All | +264.6% | +315.5% | -50.9% | +168.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling