+552.3%
ALL vs PODD
+761.8%
-209.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.2% | +1.7% | -3.2% |
| 7D | -1.9% | -2.1% | +0.2% | -1.6% |
| 30D | +13.8% | +9.0% | +4.7% | +11.8% |
| 3M | -7.0% | +5.2% | -12.2% | -8.1% |
| 6M | +18.0% | -3.2% | +21.2% | +17.5% |
| YTD | +24.2% | -48.5% | +72.7% | +39.3% |
| 1Y | +31.2% | -54.7% | +85.9% | +50.6% |
| 3Y | +107.5% | -7.8% | +115.3% | +99.4% |
| 5Y | +144.8% | -52.4% | +197.2% | +158.9% |
| 10Y | +375.8% | +315.9% | +59.9% | +177.0% |
| All | +552.3% | +761.8% | -209.5% | +80.8% |
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