+853.5%
WM vs PODD
+767.5%
+85.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -1.0% |
| 7D | -0.3% | +1.6% | -1.9% | -0.5% |
| 30D | -2.4% | +10.7% | -13.0% | -3.5% |
| 3M | +0.4% | +0.7% | -0.3% | -0.1% |
| 6M | -9.5% | -39.3% | +29.8% | -5.0% |
| YTD | +0.5% | -48.1% | +48.6% | +7.3% |
| 1Y | -1.1% | -57.4% | +56.3% | +7.8% |
| 3Y | +46.0% | -23.3% | +69.3% | +45.9% |
| 5Y | +51.8% | -51.3% | +103.1% | +56.6% |
| 10Y | +307.5% | +242.0% | +65.5% | +217.8% |
| All | +853.5% | +767.5% | +85.9% | +457.9% |
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