+1,329.2%
WDC vs PODD
-17.8%
+1,347.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.1% | +7.9% | +5.9% |
| 7D | +1.7% | +1.6% | +0.1% | +1.7% |
| 30D | -10.0% | +10.7% | -20.6% | -10.5% |
| 3M | -18.8% | +0.7% | -19.5% | -19.4% |
| 6M | +79.0% | -39.3% | +118.3% | +92.3% |
| YTD | +171.6% | -48.1% | +219.7% | +200.1% |
| 1Y | +417.4% | -57.4% | +474.8% | +493.8% |
| All | +1,329.2% | -17.8% | +1,347.0% | +1,341.4% |
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