+142.4%
WFC vs PODD
+218.3%
-75.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.3% |
| 7D | +0.4% | -6.9% | +7.3% | +1.3% |
| 30D | +2.5% | -3.5% | +5.9% | +2.8% |
| 3M | +10.0% | -13.6% | +23.6% | +11.3% |
| 6M | +15.1% | -42.6% | +57.7% | +22.3% |
| YTD | -2.2% | -51.5% | +49.3% | +6.1% |
| 1Y | +13.5% | -60.9% | +74.4% | +26.4% |
| 3Y | +135.2% | -19.8% | +155.0% | +135.1% |
| 5Y | +128.3% | -54.4% | +182.7% | +139.7% |
| 10Y | +142.4% | +236.1% | -93.7% | +115.8% |
| All | +142.4% | +218.3% | -75.9% | +115.8% |
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