+11.4%
WBD vs PODD
+223.0%
-211.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.5% | -0.3% |
| 7D | -0.7% | -10.5% | +9.8% | +0.9% |
| 30D | +1.4% | -9.0% | +10.4% | +2.8% |
| 3M | +4.4% | -11.5% | +15.9% | +5.5% |
| 6M | +0.8% | -44.7% | +45.6% | +9.2% |
| YTD | -2.7% | -53.6% | +50.9% | +8.2% |
| 1Y | +73.4% | -61.0% | +134.4% | +97.8% |
| 3Y | +142.1% | -24.7% | +166.8% | +145.5% |
| 5Y | +7.2% | -55.5% | +62.7% | +12.9% |
| All | +11.4% | +223.0% | -211.6% | -2.7% |
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 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