+782.4%
WEC vs PODD
+770.9%
+11.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | 0.0% |
| 7D | +1.4% | -4.4% | +5.8% | +1.7% |
| 30D | +12.8% | +9.4% | +3.3% | +12.0% |
| 3M | +11.2% | +3.6% | +7.6% | +10.8% |
| 6M | +6.6% | -4.0% | +10.6% | +6.5% |
| YTD | +13.8% | -47.9% | +61.7% | +18.4% |
| 1Y | +7.6% | -53.8% | +61.4% | +12.8% |
| 3Y | +62.2% | -4.5% | +66.7% | +59.8% |
| 5Y | +52.0% | -51.9% | +103.8% | +55.0% |
| 10Y | +189.4% | +308.9% | -119.5% | +148.0% |
| All | +782.4% | +770.9% | +11.5% | +534.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling