+308.0%
WFC vs PODD
+770.9%
-462.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.6% |
| 7D | +0.9% | -4.4% | +5.3% | +1.9% |
| 30D | +3.3% | +9.4% | -6.2% | +0.9% |
| 3M | -1.4% | +3.6% | -5.1% | -2.6% |
| 6M | +14.7% | -4.0% | +18.7% | +14.0% |
| YTD | -5.9% | -47.9% | +42.0% | +7.3% |
| 1Y | +1.8% | -53.8% | +55.6% | +19.3% |
| 3Y | +124.9% | -4.5% | +129.4% | +113.3% |
| 5Y | +92.7% | -51.9% | +144.6% | +105.7% |
| 10Y | +118.2% | +308.9% | -190.7% | +13.9% |
| All | +308.0% | +770.9% | -462.9% | +6.5% |
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