+22.7%
C vs PODD
-53.3%
+75.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +2.2% |
| 7D | -0.9% | -2.5% | +1.6% | -0.6% |
| 30D | -5.4% | +10.7% | -16.1% | -6.1% |
| 3M | -9.2% | +6.1% | -15.3% | -9.6% |
| 6M | -1.8% | -2.8% | +1.0% | -2.3% |
| YTD | +6.7% | -47.3% | +54.0% | +23.0% |
| All | +22.7% | -53.3% | +75.9% | +44.6% |
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