+211.9%
B vs PODD
+218.3%
-6.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.4% |
| 7D | +1.0% | -6.9% | +7.9% | +1.8% |
| 30D | +9.5% | -3.5% | +12.9% | +9.8% |
| 3M | +14.3% | -13.6% | +27.9% | +15.3% |
| 6M | -1.9% | -42.6% | +40.7% | +3.8% |
| YTD | +4.1% | -51.5% | +55.6% | +12.4% |
| 1Y | +56.1% | -60.9% | +117.0% | +73.0% |
| 3Y | +202.0% | -19.8% | +221.8% | +202.4% |
| 5Y | +158.8% | -54.4% | +213.2% | +171.0% |
| 10Y | +211.9% | +236.1% | -24.2% | +210.1% |
| All | +211.9% | +218.3% | -6.4% | +210.1% |
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 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