+141.0%
WBD vs PODD
-21.1%
+162.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.2% |
| 7D | -1.7% | -6.9% | +5.2% | -0.4% |
| 30D | +3.9% | -3.5% | +7.3% | +4.5% |
| 3M | +5.1% | -13.6% | +18.7% | +7.0% |
| 6M | +0.6% | -42.6% | +43.2% | +12.5% |
| YTD | -3.2% | -51.5% | +48.3% | +12.9% |
| 1Y | +127.7% | -60.9% | +188.6% | +180.1% |
| All | +141.0% | -21.1% | +162.1% | +116.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling