+898.9%
WMT vs PODD
+767.5%
+131.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.0% |
| 7D | +3.9% | +1.6% | +2.3% | +3.8% |
| 30D | -4.4% | +10.7% | -15.1% | -5.2% |
| 3M | -8.8% | +0.7% | -9.5% | -9.1% |
| 6M | -15.6% | -39.3% | +23.6% | -12.7% |
| YTD | -3.2% | -48.1% | +44.9% | +1.3% |
| 1Y | +7.0% | -57.4% | +64.5% | +13.6% |
| 3Y | +105.3% | -23.3% | +128.6% | +105.0% |
| 5Y | +129.3% | -51.3% | +180.5% | +134.1% |
| 10Y | +423.9% | +242.0% | +181.9% | +341.3% |
| All | +898.9% | +767.5% | +131.4% | +571.1% |
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