+553.0%
WMB vs PODD
+761.8%
-208.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.2% | +5.9% | +1.1% |
| 7D | -13.8% | -2.1% | -11.7% | -13.6% |
| 30D | -10.3% | +9.0% | -19.4% | -12.3% |
| 3M | -10.1% | +5.2% | -15.2% | -11.5% |
| 6M | -11.8% | -3.2% | -8.7% | -12.9% |
| YTD | +8.9% | -48.5% | +57.4% | +23.1% |
| 1Y | +14.0% | -54.7% | +68.7% | +32.2% |
| 3Y | +100.5% | -7.8% | +108.3% | +91.9% |
| 5Y | +179.5% | -52.4% | +231.9% | +196.7% |
| 10Y | +272.7% | +315.9% | -43.1% | +107.3% |
| All | +553.0% | +761.8% | -208.8% | +106.6% |
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