+642.9%
WDC vs PODD
+324.4%
+318.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.1% | -7.1% | -5.4% |
| 7D | +12.1% | +4.1% | +8.0% | +11.3% |
| 30D | -18.8% | +13.9% | -32.7% | -20.7% |
| 3M | -39.3% | +4.1% | -43.4% | -40.0% |
| 6M | -40.1% | +2.4% | -42.6% | -41.7% |
| YTD | +71.8% | -46.4% | +118.2% | +91.4% |
| 1Y | +88.5% | -54.2% | +142.6% | +117.6% |
| 3Y | +770.0% | -6.9% | +776.9% | +730.2% |
| 5Y | +549.0% | -51.6% | +600.6% | +596.8% |
| All | +642.9% | +324.4% | +318.5% | +467.9% |
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 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