+99.4%
WMT vs PODD
-21.1%
+120.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | -0.2% | -6.9% | +6.7% | +0.1% |
| 30D | -5.8% | -3.5% | -2.4% | -5.7% |
| 3M | -10.8% | -13.6% | +2.8% | -10.3% |
| 6M | -14.3% | -42.6% | +28.3% | -12.7% |
| YTD | -4.4% | -51.5% | +47.1% | -1.8% |
| 1Y | +4.3% | -60.9% | +65.2% | +8.4% |
| All | +99.4% | -21.1% | +120.5% | +99.2% |
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 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