+195.2%
WEC vs PODD
+315.5%
-120.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.7% | -4.4% | +3.7% | -0.4% |
| 30D | +11.0% | +8.1% | +2.9% | +10.3% |
| 3M | +8.6% | +2.9% | +5.7% | +8.3% |
| 6M | +6.2% | -5.7% | +11.9% | +6.2% |
| YTD | +14.3% | -47.5% | +61.8% | +18.6% |
| 1Y | +8.4% | -55.7% | +64.1% | +13.7% |
| 3Y | +62.9% | -3.7% | +66.6% | +59.9% |
| 5Y | +55.8% | -52.6% | +108.4% | +59.0% |
| All | +195.2% | +315.5% | -120.3% | +167.3% |
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