+113.6%
C vs PODD
-51.4%
+165.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -0.4% |
| 7D | +4.2% | +4.1% | +0.1% | +3.5% |
| 30D | +2.0% | +13.9% | -11.9% | -0.1% |
| 3M | -10.1% | +4.1% | -14.2% | -10.8% |
| 6M | +1.0% | +2.4% | -1.5% | -0.6% |
| YTD | +8.5% | -46.4% | +54.8% | +19.1% |
| 1Y | +25.7% | -54.2% | +79.9% | +41.6% |
| 3Y | +216.0% | -6.9% | +222.9% | +210.9% |
| All | +113.6% | -51.4% | +165.0% | +127.4% |
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