+564.5%
ALL vs PODD
+767.5%
-203.0%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.7% | -0.9% |
| 7D | 0.0% | +1.6% | -1.6% | -0.3% |
| 30D | -1.5% | +10.7% | -12.2% | -3.5% |
| 3M | +23.6% | +0.7% | +22.9% | +22.4% |
| 6M | +22.3% | -39.3% | +61.6% | +33.2% |
| YTD | +26.5% | -48.1% | +74.6% | +41.9% |
| 1Y | +27.0% | -57.4% | +84.4% | +47.6% |
| 3Y | +149.6% | -23.3% | +172.8% | +147.9% |
| 5Y | +118.1% | -51.3% | +169.3% | +129.5% |
| 10Y | +369.0% | +242.0% | +126.9% | +184.4% |
| All | +564.5% | +767.5% | -203.0% | +84.1% |
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