+211.0%
WELL vs PODD
-53.4%
+264.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +0.9% |
| 7D | -1.3% | -4.1% | +2.8% | -0.9% |
| 30D | +0.5% | +0.8% | -0.3% | +0.4% |
| 3M | +19.1% | -6.1% | +25.2% | +19.2% |
| 6M | +17.0% | -40.0% | +56.9% | +23.2% |
| YTD | +29.2% | -49.9% | +79.1% | +39.1% |
| 1Y | +42.1% | -59.3% | +101.4% | +56.9% |
| 3Y | +204.5% | -17.2% | +221.8% | +199.4% |
| 5Y | +211.0% | -53.0% | +264.0% | +224.1% |
| All | +211.0% | -53.4% | +264.4% | +224.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling