+302.1%
WMB vs PODD
+223.9%
+78.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.8% | +2.8% |
| 7D | +0.8% | -4.1% | +4.9% | +1.4% |
| 30D | +7.7% | +0.8% | +6.9% | +7.5% |
| 3M | +6.7% | -6.1% | +12.8% | +6.8% |
| 6M | +3.6% | -40.0% | +43.6% | +10.3% |
| YTD | +28.0% | -49.9% | +77.9% | +39.7% |
| 1Y | +37.6% | -59.3% | +96.9% | +54.6% |
| 3Y | +149.0% | -17.2% | +166.3% | +146.4% |
| 5Y | +285.3% | -53.0% | +338.3% | +306.3% |
| 10Y | +302.1% | +226.1% | +76.0% | +243.9% |
| All | +302.1% | +223.9% | +78.2% | +243.9% |
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 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