+167.9%
WAT vs PODD
+218.3%
-50.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +1.1% |
| 7D | -1.8% | -6.9% | +5.1% | -0.4% |
| 30D | -1.7% | -3.5% | +1.8% | -1.1% |
| 3M | +9.1% | -13.6% | +22.7% | +11.1% |
| 6M | +32.4% | -42.6% | +75.1% | +45.9% |
| YTD | +6.6% | -51.5% | +58.1% | +21.4% |
| 1Y | +34.7% | -60.9% | +95.6% | +59.8% |
| 3Y | +53.6% | -19.8% | +73.4% | +52.9% |
| 5Y | -4.1% | -54.4% | +50.3% | +3.4% |
| 10Y | +167.9% | +236.1% | -68.2% | +106.9% |
| All | +167.9% | +218.3% | -50.4% | +106.9% |
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 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