+568.5%
ALL vs PODD
+770.9%
-202.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.2% | +4.1% | +3.1% |
| 7D | -0.1% | -4.4% | +4.2% | +0.7% |
| 30D | +13.8% | +9.4% | +4.4% | +11.7% |
| 3M | -2.8% | +3.6% | -6.4% | -3.6% |
| 6M | +23.7% | -4.0% | +27.6% | +23.4% |
| YTD | +27.3% | -47.9% | +75.2% | +42.4% |
| 1Y | +30.5% | -53.8% | +84.3% | +49.3% |
| 3Y | +113.0% | -4.5% | +117.5% | +103.2% |
| 5Y | +157.6% | -51.9% | +209.4% | +171.8% |
| 10Y | +368.4% | +308.9% | +59.5% | +173.9% |
| All | +568.5% | +770.9% | -202.5% | +84.8% |
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 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