+2.5%
WFC vs PODD
-48.3%
+50.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.6% | -4.3% | +1.8% |
| 7D | +4.5% | +10.8% | -6.3% | +3.8% |
| 30D | +7.4% | +21.7% | -14.3% | +6.1% |
| 3M | -0.5% | -1.1% | +0.6% | -0.7% |
| 6M | +11.7% | -3.7% | +15.4% | +11.2% |
| YTD | -4.6% | -41.9% | +37.3% | -0.3% |
| 1Y | +2.5% | -48.5% | +51.0% | +9.1% |
| All | +2.5% | -48.3% | +50.9% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling