+167.4%
WAB vs PODD
-4.1%
+171.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -3.0% | -1.1% |
| 7D | +5.1% | +4.1% | +1.0% | +4.6% |
| 30D | +4.0% | +13.9% | -9.8% | +2.6% |
| 3M | +0.1% | +4.1% | -4.0% | -0.4% |
| 6M | +12.8% | +2.4% | +10.3% | +11.5% |
| YTD | +40.1% | -46.4% | +86.4% | +52.9% |
| 1Y | +46.4% | -54.2% | +100.5% | +63.8% |
| 3Y | +167.4% | -6.9% | +174.2% | +157.8% |
| All | +167.4% | -4.1% | +171.5% | +157.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling