+166.1%
B vs PODD
-10.3%
+176.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.2% | +6.7% | +1.2% |
| 7D | +9.6% | -2.1% | +11.7% | +9.9% |
| 30D | +3.5% | +9.0% | -5.5% | +2.6% |
| 3M | -1.6% | +5.2% | -6.8% | -2.2% |
| 6M | -1.7% | -3.2% | +1.5% | -2.8% |
| YTD | -5.3% | -48.5% | +43.1% | +5.4% |
| 1Y | +27.2% | -54.7% | +81.9% | +45.2% |
| 3Y | +166.1% | -7.8% | +173.9% | +157.5% |
| All | +166.1% | -10.3% | +176.4% | +157.5% |
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 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