+471.8%
WELL vs PODD
+308.1%
+163.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +2.7% | -4.4% | +7.1% | +3.3% |
| 30D | +9.8% | +9.4% | +0.4% | +8.3% |
| 3M | +5.8% | +3.6% | +2.1% | +5.0% |
| 6M | +16.2% | -4.0% | +20.2% | +15.8% |
| YTD | +34.9% | -47.9% | +82.8% | +46.6% |
| 1Y | +31.0% | -53.8% | +84.8% | +44.7% |
| 3Y | +205.4% | -4.5% | +210.0% | +193.9% |
| 5Y | +220.8% | -51.9% | +272.7% | +236.6% |
| 10Y | +471.8% | +308.9% | +162.9% | +414.4% |
| All | +471.8% | +308.1% | +163.7% | +414.4% |
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