-15.5%
WDAY vs PODD
-5.6%
-9.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.9% |
| 7D | -5.3% | -9.1% | +3.8% | -3.4% |
| 30D | +1.5% | +7.3% | -5.8% | -0.1% |
| 3M | +5.5% | +3.7% | +1.8% | +4.5% |
| 6M | +57.4% | -2.7% | +60.1% | +57.2% |
| YTD | -11.0% | -47.2% | +36.2% | -3.0% |
| 1Y | -15.8% | -54.0% | +38.2% | -6.4% |
| All | -15.5% | -5.6% | -9.9% | -17.8% |
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