+337.6%
WELL vs PODD
+223.9%
+113.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +1.0% |
| 7D | -1.3% | -4.1% | +2.8% | -0.7% |
| 30D | +0.5% | +0.8% | -0.3% | +0.3% |
| 3M | +19.1% | -6.1% | +25.2% | +19.3% |
| 6M | +17.0% | -40.0% | +56.9% | +24.6% |
| YTD | +29.2% | -49.9% | +79.1% | +41.3% |
| 1Y | +42.1% | -59.3% | +101.4% | +60.1% |
| 3Y | +204.5% | -17.2% | +221.8% | +199.0% |
| 5Y | +211.0% | -53.0% | +264.0% | +227.0% |
| 10Y | +337.6% | +226.1% | +111.5% | +284.3% |
| All | +337.6% | +223.9% | +113.7% | +284.3% |
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 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