+157.6%
B vs PODD
-51.3%
+209.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.9% |
| 7D | -1.6% | +1.6% | -3.2% | -1.8% |
| 30D | +9.4% | +10.7% | -1.2% | +7.9% |
| 3M | +5.0% | +0.7% | +4.3% | +3.5% |
| 6M | -3.5% | -39.3% | +35.7% | +3.4% |
| YTD | +4.5% | -48.1% | +52.6% | +14.9% |
| 1Y | +67.8% | -57.4% | +125.2% | +90.5% |
| 3Y | +196.7% | -23.3% | +220.0% | +198.1% |
| All | +157.6% | -51.3% | +209.0% | +165.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling