+326.4%
WM vs PODD
+308.1%
+18.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +1.2% | -4.4% | +5.5% | +1.6% |
| 30D | +13.7% | +9.4% | +4.2% | +12.6% |
| 3M | +5.2% | +3.6% | +1.6% | +4.7% |
| 6M | +11.2% | -4.0% | +15.1% | +11.1% |
| YTD | +9.4% | -47.9% | +57.3% | +15.5% |
| 1Y | +20.4% | -53.8% | +74.2% | +28.4% |
| 3Y | +44.7% | -4.5% | +49.2% | +41.5% |
| 5Y | +58.5% | -51.9% | +110.4% | +63.4% |
| 10Y | +326.4% | +308.9% | +17.5% | +263.2% |
| All | +326.4% | +308.1% | +18.3% | +263.2% |
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