+286.5%
C vs PODD
+223.9%
+62.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.1% |
| 7D | +3.2% | -4.1% | +7.3% | +3.9% |
| 30D | +1.3% | +0.8% | +0.5% | +1.1% |
| 3M | +3.1% | -6.1% | +9.2% | +3.2% |
| 6M | +29.6% | -40.0% | +69.6% | +39.7% |
| YTD | +19.0% | -49.9% | +68.9% | +32.3% |
| 1Y | +45.6% | -59.3% | +104.9% | +67.5% |
| 3Y | +269.3% | -17.2% | +286.5% | +267.1% |
| 5Y | +131.6% | -53.0% | +184.6% | +147.1% |
| 10Y | +286.5% | +226.1% | +60.4% | +204.9% |
| All | +286.5% | +223.9% | +62.7% | +204.9% |
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