+678.7%
WAT vs PODD
+782.5%
-103.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.2% |
| 7D | +0.7% | -9.1% | +9.8% | +2.5% |
| 30D | +9.0% | +7.3% | +1.7% | +7.4% |
| 3M | +13.5% | +3.7% | +9.8% | +12.4% |
| 6M | +35.3% | -2.7% | +38.0% | +34.2% |
| YTD | +24.0% | -47.2% | +71.2% | +37.5% |
| 1Y | +22.0% | -54.0% | +76.0% | +38.6% |
| 3Y | +84.0% | -3.3% | +87.3% | +77.7% |
| 5Y | +34.4% | -52.3% | +86.7% | +43.8% |
| 10Y | +231.4% | +322.4% | -91.0% | +124.1% |
| All | +678.7% | +782.5% | -103.8% | +284.9% |
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 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