+216.9%
B vs PODD
+315.5%
-98.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.1% |
| 7D | -6.2% | -4.4% | -1.8% | -5.7% |
| 30D | -6.6% | +8.1% | -14.7% | -7.4% |
| 3M | -7.9% | +2.9% | -10.8% | -8.3% |
| 6M | -16.8% | -5.7% | -11.1% | -17.0% |
| YTD | -11.7% | -47.5% | +35.8% | -5.4% |
| 1Y | +3.5% | -55.7% | +59.2% | +13.1% |
| 3Y | +165.7% | -3.7% | +169.5% | +161.5% |
| 5Y | +108.4% | -52.6% | +161.0% | +117.1% |
| All | +216.9% | +315.5% | -98.6% | +212.1% |
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