+100.5%
WMB vs PODD
-10.3%
+110.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.2% | +5.9% | +0.3% |
| 7D | -13.8% | -2.1% | -11.7% | -13.7% |
| 30D | -10.3% | +9.0% | -19.4% | -11.2% |
| 3M | -10.1% | +5.2% | -15.2% | -10.6% |
| 6M | -11.8% | -3.2% | -8.7% | -12.4% |
| YTD | +8.9% | -48.5% | +57.4% | +17.0% |
| 1Y | +14.0% | -54.7% | +68.7% | +24.4% |
| 3Y | +100.5% | -7.8% | +108.3% | +97.1% |
| All | +100.5% | -10.3% | +110.8% | +97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling