-61.3%
C vs PODD
+767.5%
-828.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.3% |
| 7D | +3.6% | +1.6% | +2.0% | +3.1% |
| 30D | +0.1% | +10.7% | -10.6% | -3.2% |
| 3M | +2.4% | +0.7% | +1.7% | +0.2% |
| 6M | +24.9% | -39.3% | +64.2% | +41.7% |
| YTD | +19.8% | -48.1% | +67.9% | +42.5% |
| 1Y | +44.9% | -57.4% | +102.3% | +82.2% |
| 3Y | +263.0% | -23.3% | +286.2% | +260.6% |
| 5Y | +129.5% | -51.3% | +180.8% | +147.7% |
| 10Y | +291.6% | +242.0% | +49.6% | +80.2% |
| All | -61.3% | +767.5% | -828.8% | -92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling