+130.7%
WFC vs PODD
-20.7%
+151.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.3% | -1.9% |
| 7D | +1.1% | -4.1% | +5.2% | +1.5% |
| 30D | +0.8% | +0.8% | 0.0% | +0.7% |
| 3M | +9.3% | -6.1% | +15.4% | +9.3% |
| 6M | +10.6% | -40.0% | +50.6% | +16.8% |
| YTD | -4.1% | -49.9% | +45.9% | +3.6% |
| 1Y | +13.6% | -59.3% | +72.9% | +25.9% |
| 3Y | +130.7% | -17.2% | +148.0% | +128.3% |
| All | +130.7% | -20.7% | +151.4% | +128.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling