+428.1%
WMT vs PODD
+223.0%
+205.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.4% | +1.5% |
| 7D | 0.0% | -10.5% | +10.5% | +0.8% |
| 30D | -7.4% | -9.0% | +1.6% | -6.8% |
| 3M | -10.9% | -11.5% | +0.7% | -10.3% |
| 6M | -12.7% | -44.7% | +32.1% | -9.4% |
| YTD | -3.2% | -53.6% | +50.4% | +1.7% |
| 1Y | +5.3% | -61.0% | +66.2% | +11.9% |
| 3Y | +101.9% | -24.7% | +126.6% | +101.3% |
| 5Y | +134.6% | -55.5% | +190.0% | +140.4% |
| All | +428.1% | +223.0% | +205.1% | +386.8% |
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