+1,520.2%
WAB vs PODD
+767.5%
+752.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.1% |
| 7D | -3.2% | +1.6% | -4.8% | -3.6% |
| 30D | -4.4% | +10.7% | -15.1% | -6.6% |
| 3M | +7.9% | +0.7% | +7.1% | +6.4% |
| 6M | +8.7% | -39.3% | +48.0% | +18.5% |
| YTD | +33.0% | -48.1% | +81.1% | +49.5% |
| 1Y | +46.7% | -57.4% | +104.1% | +71.3% |
| 3Y | +153.0% | -23.3% | +176.3% | +152.8% |
| 5Y | +222.3% | -51.3% | +273.5% | +243.8% |
| 10Y | +291.0% | +242.0% | +49.0% | +148.9% |
| All | +1,520.2% | +767.5% | +752.7% | +533.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling