+308.0%
WFC vs PODD
+778.2%
-470.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.1% |
| 7D | +1.7% | -4.4% | +6.1% | +2.8% |
| 30D | +6.8% | +8.1% | -1.2% | +4.8% |
| 3M | -3.0% | +2.9% | -5.9% | -4.0% |
| 6M | +15.4% | -5.7% | +21.1% | +15.2% |
| YTD | -5.9% | -47.5% | +41.6% | +7.1% |
| 1Y | +1.7% | -55.7% | +57.3% | +20.3% |
| 3Y | +124.9% | -3.7% | +128.6% | +112.8% |
| 5Y | +90.5% | -52.6% | +143.1% | +104.1% |
| 10Y | +117.8% | +320.3% | -202.5% | +12.8% |
| All | +308.0% | +778.2% | -470.2% | +6.3% |
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 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