-21.9%
WDAY vs PODD
-17.8%
-4.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.3% | -5.0% |
| 7D | -4.4% | +1.6% | -6.0% | -4.6% |
| 30D | +14.7% | +10.7% | +4.1% | +12.7% |
| 3M | +32.4% | +0.7% | +31.6% | +31.9% |
| 6M | +36.9% | -39.3% | +76.2% | +46.0% |
| YTD | -8.8% | -48.1% | +39.3% | -0.6% |
| 1Y | -15.3% | -57.4% | +42.1% | -5.3% |
| All | -21.9% | -17.8% | -4.1% | -20.9% |
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