+34.7%
WAT vs PODD
-60.5%
+95.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +0.7% |
| 7D | -1.8% | -6.9% | +5.1% | -1.2% |
| 30D | -1.7% | -3.5% | +1.8% | -1.4% |
| 3M | +9.1% | -13.6% | +22.7% | +9.7% |
| 6M | +32.4% | -42.6% | +75.1% | +40.9% |
| YTD | +6.6% | -51.5% | +58.1% | +16.5% |
| 1Y | +34.7% | -60.9% | +95.6% | +49.8% |
| All | +34.7% | -60.5% | +95.2% | +49.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling