+13.5%
WFC vs PODD
-60.5%
+74.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.1% |
| 7D | +0.4% | -6.9% | +7.3% | +0.9% |
| 30D | +2.5% | -3.5% | +5.9% | +2.7% |
| 3M | +10.0% | -13.6% | +23.6% | +10.5% |
| 6M | +15.1% | -42.6% | +57.7% | +20.9% |
| YTD | -2.2% | -51.5% | +49.3% | +4.9% |
| 1Y | +13.5% | -60.9% | +74.4% | +25.7% |
| All | +13.5% | -60.5% | +74.0% | +25.7% |
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 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