+148.4%
WEC vs PODD
+218.3%
-69.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.6% |
| 7D | +0.4% | -6.9% | +7.3% | +0.9% |
| 30D | +0.9% | -3.5% | +4.4% | +1.1% |
| 3M | -5.3% | -13.6% | +8.3% | -4.6% |
| 6M | -6.6% | -42.6% | +36.1% | -3.5% |
| YTD | +3.3% | -51.5% | +54.7% | +7.8% |
| 1Y | +2.1% | -60.9% | +63.0% | +8.0% |
| 3Y | +39.6% | -19.8% | +59.4% | +38.7% |
| 5Y | +31.2% | -54.4% | +85.5% | +34.2% |
| 10Y | +148.4% | +236.1% | -87.6% | +132.7% |
| All | +148.4% | +218.3% | -69.9% | +132.7% |
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 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