+6.1%
B vs PODD
-55.4%
+61.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.1% |
| 7D | -6.2% | -4.4% | -1.8% | -6.2% |
| 30D | -6.6% | +8.1% | -14.7% | -6.5% |
| 3M | -7.9% | +2.9% | -10.8% | -7.7% |
| 6M | -16.8% | -5.7% | -11.1% | -16.9% |
| YTD | -11.7% | -47.5% | +35.8% | +4.8% |
| All | +6.1% | -55.4% | +61.5% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling