+54.2%
AR vs PODD
+315.5%
-261.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +6.4% | -4.4% | +10.8% | +7.1% |
| 30D | +3.1% | +8.1% | -5.0% | +1.6% |
| 3M | +3.3% | +2.9% | +0.4% | +2.4% |
| 6M | +6.6% | -5.7% | +12.3% | +6.4% |
| YTD | +12.3% | -47.5% | +59.8% | +23.3% |
| 1Y | +12.3% | -55.7% | +68.0% | +27.1% |
| 3Y | +50.4% | -3.7% | +54.2% | +47.2% |
| 5Y | +101.0% | -52.6% | +153.6% | +114.1% |
| All | +54.2% | +315.5% | -261.3% | +13.6% |
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