+198.7%
B vs PODD
-20.7%
+219.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.1% | -1.1% |
| 7D | +2.3% | -4.1% | +6.4% | +2.8% |
| 30D | +1.4% | +0.8% | +0.6% | +1.2% |
| 3M | +12.2% | -6.1% | +18.3% | +11.7% |
| 6M | -2.1% | -40.0% | +37.8% | +5.3% |
| YTD | +2.9% | -49.9% | +52.9% | +14.2% |
| 1Y | +55.3% | -59.3% | +114.6% | +78.4% |
| 3Y | +198.7% | -17.2% | +215.9% | +179.0% |
| All | +198.7% | -20.7% | +219.4% | +179.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling