+577.0%
WAT vs PODD
+767.5%
-190.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.6% |
| 7D | -1.3% | +1.6% | -2.9% | -1.6% |
| 30D | +2.3% | +10.7% | -8.3% | +0.3% |
| 3M | +8.7% | +0.7% | +8.0% | +7.5% |
| 6M | +28.3% | -39.3% | +67.6% | +39.1% |
| YTD | +7.8% | -48.1% | +55.9% | +20.2% |
| 1Y | +36.6% | -57.4% | +94.0% | +57.7% |
| 3Y | +45.7% | -23.3% | +68.9% | +46.7% |
| 5Y | -3.3% | -51.3% | +47.9% | +3.2% |
| 10Y | +162.1% | +242.0% | -79.9% | +84.0% |
| All | +577.0% | +767.5% | -190.5% | +236.4% |
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 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