+130.7%
C vs PODD
-51.3%
+182.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | 0.0% |
| 7D | +3.6% | +1.6% | +2.0% | +3.4% |
| 30D | +0.1% | +10.7% | -10.6% | -1.6% |
| 3M | +2.4% | +0.7% | +1.7% | +1.2% |
| 6M | +24.9% | -39.3% | +64.2% | +34.3% |
| YTD | +19.8% | -48.1% | +67.9% | +32.3% |
| 1Y | +44.9% | -57.4% | +102.3% | +65.1% |
| 3Y | +263.0% | -23.3% | +286.2% | +267.9% |
| All | +130.7% | -51.3% | +182.0% | +149.5% |
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 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