+577.2%
WMB vs PODD
+781.2%
-204.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +3.2% |
| 7D | -6.7% | -2.5% | -4.2% | -6.3% |
| 30D | -8.6% | +10.7% | -19.3% | -10.9% |
| 3M | -4.9% | +6.1% | -11.0% | -6.6% |
| 6M | -6.3% | -2.8% | -3.5% | -7.4% |
| YTD | +13.0% | -47.3% | +60.3% | +27.1% |
| 1Y | +14.9% | -53.2% | +68.1% | +32.4% |
| 3Y | +113.4% | -2.0% | +115.4% | +101.4% |
| 5Y | +190.2% | -52.9% | +243.1% | +209.1% |
| 10Y | +259.9% | +321.1% | -61.2% | +99.7% |
| All | +577.2% | +781.2% | -204.1% | +113.2% |
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