+955.1%
WM vs PODD
+818.4%
+136.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.4% | +6.6% | +1.8% |
| 7D | +4.5% | +2.4% | +2.1% | +4.2% |
| 30D | +16.1% | +15.9% | +0.2% | +14.1% |
| 3M | +8.0% | +17.2% | -9.1% | +6.0% |
| 6M | +8.4% | -6.8% | +15.2% | +8.6% |
| YTD | +11.2% | -45.1% | +56.3% | +17.9% |
| 1Y | +22.3% | -50.3% | +72.7% | +31.0% |
| 3Y | +50.2% | -4.0% | +54.2% | +46.6% |
| 5Y | +63.3% | -49.3% | +112.6% | +67.6% |
| 10Y | +355.0% | +343.1% | +11.9% | +244.8% |
| All | +955.1% | +818.4% | +136.8% | +512.9% |
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