+336.4%
WM vs PODD
+308.0%
+28.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.2% | +4.1% | -1.5% |
| 7D | +1.2% | -2.1% | +3.3% | +1.4% |
| 30D | +13.1% | +9.0% | +4.0% | +12.1% |
| 3M | +3.6% | +5.2% | -1.6% | +3.0% |
| 6M | +8.1% | -3.2% | +11.2% | +7.9% |
| YTD | +8.9% | -48.5% | +57.4% | +15.1% |
| 1Y | +20.3% | -54.7% | +75.0% | +28.6% |
| 3Y | +46.2% | -7.8% | +54.0% | +43.4% |
| 5Y | +59.9% | -52.4% | +112.3% | +65.1% |
| All | +336.4% | +308.0% | +28.4% | +272.0% |
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