+200.5%
B vs PODD
+324.2%
-123.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +2.0% | +4.0% |
| 7D | +11.3% | -2.5% | +13.8% | +11.6% |
| 30D | +2.9% | +10.7% | -7.8% | +1.8% |
| 3M | -2.9% | +6.1% | -9.0% | -3.6% |
| 6M | -1.2% | -2.8% | +1.6% | -1.9% |
| YTD | -1.3% | -47.3% | +46.0% | +5.6% |
| 1Y | +30.4% | -53.2% | +83.6% | +41.6% |
| 3Y | +195.3% | -2.0% | +197.3% | +189.9% |
| 5Y | +146.2% | -52.9% | +199.1% | +156.5% |
| 10Y | +200.5% | +321.1% | -120.6% | +194.5% |
| All | +200.5% | +324.2% | -123.7% | +194.5% |
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