+1,188.5%
WDC vs PODD
+223.0%
+965.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.6% |
| 7D | -4.3% | -10.5% | +6.2% | -2.4% |
| 30D | -1.5% | -9.0% | +7.5% | -0.1% |
| 3M | -15.5% | -11.5% | -3.9% | -15.1% |
| 6M | +66.5% | -44.7% | +111.2% | +83.0% |
| YTD | +159.9% | -53.6% | +213.4% | +196.7% |
| 1Y | +366.0% | -61.0% | +426.9% | +451.3% |
| 3Y | +1,285.8% | -24.7% | +1,310.5% | +1,273.1% |
| 5Y | +925.6% | -55.5% | +981.0% | +1,012.0% |
| All | +1,188.5% | +223.0% | +965.6% | +926.5% |
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