+1,176.5%
WELL vs PODD
+767.5%
+409.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.7% |
| 7D | -0.8% | +1.6% | -2.4% | -1.1% |
| 30D | -0.1% | +10.7% | -10.8% | -1.8% |
| 3M | +18.0% | +0.7% | +17.3% | +17.0% |
| 6M | +15.0% | -39.3% | +54.3% | +23.3% |
| YTD | +28.6% | -48.1% | +76.7% | +41.3% |
| 1Y | +42.9% | -57.4% | +100.4% | +61.9% |
| 3Y | +203.0% | -23.3% | +226.3% | +201.9% |
| 5Y | +206.9% | -51.3% | +258.1% | +221.2% |
| 10Y | +339.5% | +242.0% | +97.5% | +210.9% |
| All | +1,176.5% | +767.5% | +409.0% | +448.7% |
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