+328.7%
WM vs PODD
+324.2%
+4.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | -0.1% |
| 7D | -0.5% | -2.5% | +2.0% | -0.3% |
| 30D | +13.3% | +10.7% | +2.6% | +12.1% |
| 3M | +4.4% | +6.1% | -1.7% | +3.6% |
| 6M | +10.8% | -2.8% | +13.6% | +10.6% |
| YTD | +9.1% | -47.3% | +56.4% | +15.0% |
| 1Y | +19.1% | -53.2% | +72.3% | +26.9% |
| 3Y | +45.7% | -2.0% | +47.7% | +42.0% |
| 5Y | +60.4% | -52.9% | +113.4% | +65.9% |
| 10Y | +328.7% | +321.1% | +7.7% | +263.8% |
| All | +328.7% | +324.2% | +4.6% | +263.8% |
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