+992.6%
WDC vs PODD
-53.4%
+1,046.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.7% | +2.6% |
| 7D | +6.0% | -4.1% | +10.1% | +6.5% |
| 30D | +9.9% | +0.8% | +9.1% | +9.6% |
| 3M | -9.4% | -6.1% | -3.3% | -9.8% |
| 6M | +94.7% | -40.0% | +134.7% | +110.7% |
| YTD | +177.4% | -49.9% | +227.3% | +212.0% |
| 1Y | +412.6% | -59.3% | +471.9% | +502.2% |
| 3Y | +1,359.8% | -17.2% | +1,377.0% | +1,327.8% |
| 5Y | +992.6% | -53.0% | +1,045.6% | +1,133.7% |
| All | +992.6% | -53.4% | +1,046.0% | +1,133.7% |
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