+656.7%
WAT vs PODD
+761.8%
-105.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.2% | +7.2% | +2.2% |
| 7D | -1.1% | -2.1% | +1.0% | -0.8% |
| 30D | +5.0% | +9.0% | -4.1% | +3.1% |
| 3M | +14.5% | +5.2% | +9.3% | +13.1% |
| 6M | +30.9% | -3.2% | +34.1% | +29.9% |
| YTD | +20.5% | -48.5% | +68.9% | +34.2% |
| 1Y | +23.3% | -54.7% | +78.0% | +40.5% |
| 3Y | +81.5% | -7.8% | +89.3% | +76.8% |
| 5Y | +33.4% | -52.4% | +85.8% | +42.8% |
| 10Y | +231.5% | +315.9% | -84.4% | +124.8% |
| All | +656.7% | +761.8% | -105.1% | +275.7% |
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