+595.8%
WDC vs PODD
-53.5%
+649.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -16.7% | -4.4% | -12.3% | -16.2% |
| 30D | -27.2% | +9.4% | -36.7% | -28.0% |
| 3M | -34.0% | +3.6% | -37.6% | -34.4% |
| 6M | -39.7% | -4.0% | -35.8% | -40.3% |
| YTD | +68.1% | -47.9% | +116.0% | +88.1% |
| 1Y | +66.3% | -53.8% | +120.1% | +91.0% |
| 3Y | +754.4% | -4.5% | +759.0% | +716.0% |
| 5Y | +595.8% | -51.9% | +647.7% | +694.6% |
| All | +595.8% | -53.5% | +649.3% | +694.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling