+356.1%
ALL vs PODD
+223.9%
+132.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.2% | -2.0% |
| 7D | -1.7% | -4.1% | +2.4% | -1.2% |
| 30D | -4.7% | +0.8% | -5.5% | -4.8% |
| 3M | +18.4% | -6.1% | +24.5% | +18.7% |
| 6M | +20.5% | -40.0% | +60.5% | +26.5% |
| YTD | +23.5% | -49.9% | +73.5% | +32.1% |
| 1Y | +29.0% | -59.3% | +88.3% | +40.9% |
| 3Y | +153.7% | -17.2% | +171.0% | +150.9% |
| 5Y | +114.8% | -53.0% | +167.8% | +123.3% |
| 10Y | +356.1% | +226.1% | +130.0% | +314.1% |
| All | +356.1% | +223.9% | +132.3% | +314.1% |
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 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