+1,094.3%
WMT vs PODD
+796.9%
+297.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.3% |
| 7D | +2.0% | +4.1% | -2.0% | +1.7% |
| 30D | +10.3% | +13.9% | -3.6% | +9.1% |
| 3M | +11.0% | +4.1% | +6.8% | +10.5% |
| 6M | -2.3% | +2.4% | -4.8% | -2.9% |
| YTD | +15.7% | -46.4% | +62.1% | +20.7% |
| 1Y | +26.0% | -54.2% | +80.1% | +32.9% |
| 3Y | +136.5% | -6.9% | +143.4% | +132.9% |
| 5Y | +176.8% | -51.6% | +228.4% | +182.9% |
| 10Y | +537.5% | +329.3% | +208.3% | +427.8% |
| All | +1,094.3% | +796.9% | +297.3% | +699.6% |
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