+170.3%
WBD vs PODD
+767.5%
-597.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | -0.1% |
| 7D | -1.8% | +1.6% | -3.4% | -2.1% |
| 30D | +8.8% | +10.7% | -1.9% | +6.9% |
| 3M | +4.6% | +0.7% | +3.9% | +3.6% |
| 6M | +1.1% | -39.3% | +40.4% | +8.3% |
| YTD | -2.0% | -48.1% | +46.1% | +7.7% |
| 1Y | +140.0% | -57.4% | +197.5% | +171.7% |
| 3Y | +144.4% | -23.3% | +167.6% | +146.6% |
| 5Y | -0.2% | -51.3% | +51.0% | +5.5% |
| 10Y | +9.1% | +242.0% | -232.9% | -21.7% |
| All | +170.3% | +767.5% | -597.2% | +38.8% |
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 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