+228.0%
WAB vs PODD
-53.4%
+281.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.2% |
| 7D | +1.7% | -4.1% | +5.8% | +2.4% |
| 30D | -2.4% | +0.8% | -3.2% | -2.7% |
| 3M | +9.7% | -6.1% | +15.8% | +9.8% |
| 6M | +16.5% | -40.0% | +56.5% | +26.4% |
| YTD | +33.7% | -49.9% | +83.7% | +50.2% |
| 1Y | +49.7% | -59.3% | +109.0% | +74.7% |
| 3Y | +170.9% | -17.2% | +188.2% | +166.3% |
| 5Y | +228.0% | -53.0% | +281.0% | +263.9% |
| All | +228.0% | -53.4% | +281.5% | +263.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling