+1,243.2%
WELL vs PODD
+770.9%
+472.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.7% |
| 7D | +3.0% | -4.4% | +7.4% | +3.7% |
| 30D | +10.2% | +9.4% | +0.8% | +8.5% |
| 3M | +6.1% | +3.6% | +2.5% | +5.2% |
| 6M | +16.6% | -4.0% | +20.6% | +16.1% |
| YTD | +35.3% | -47.9% | +83.2% | +48.4% |
| 1Y | +31.5% | -53.8% | +85.3% | +46.8% |
| 3Y | +206.5% | -4.5% | +211.0% | +195.3% |
| 5Y | +222.0% | -51.9% | +273.8% | +237.6% |
| 10Y | +473.8% | +308.9% | +164.9% | +294.4% |
| All | +1,243.2% | +770.9% | +472.3% | +476.0% |
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