+229.7%
WAT vs PODD
+315.5%
-85.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.8% |
| 7D | +2.0% | -4.4% | +6.4% | +2.9% |
| 30D | +7.7% | +8.1% | -0.4% | +5.9% |
| 3M | +11.1% | +2.9% | +8.1% | +10.1% |
| 6M | +31.2% | -5.7% | +37.0% | +31.0% |
| YTD | +21.7% | -47.5% | +69.2% | +36.2% |
| 1Y | +19.3% | -55.7% | +75.0% | +38.1% |
| 3Y | +80.6% | -3.7% | +84.3% | +73.6% |
| 5Y | +29.5% | -52.6% | +82.1% | +38.2% |
| All | +229.7% | +315.5% | -85.8% | +138.4% |
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 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