+31.7%
WEC vs PODD
-55.6%
+87.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | -0.6% |
| 7D | -1.3% | -10.6% | +9.3% | -0.5% |
| 30D | -0.4% | -6.9% | +6.5% | +0.1% |
| 3M | -6.8% | -10.6% | +3.8% | -6.3% |
| 6M | -6.4% | -43.5% | +37.1% | -3.0% |
| YTD | +2.5% | -52.6% | +55.1% | +7.5% |
| 1Y | -0.4% | -60.1% | +59.7% | +5.6% |
| 3Y | +38.5% | -21.7% | +60.2% | +37.0% |
| 5Y | +31.7% | -54.6% | +86.3% | +31.3% |
| All | +31.7% | -55.6% | +87.3% | +31.3% |
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 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