+48.8%
D vs PODD
+315.5%
-266.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | -3.1% | -4.4% | +1.3% | -2.7% |
| 30D | +8.4% | +8.1% | +0.3% | +7.7% |
| 3M | +0.2% | +2.9% | -2.7% | -0.1% |
| 6M | +9.5% | -5.7% | +15.2% | +9.5% |
| YTD | +18.8% | -47.5% | +66.3% | +23.5% |
| 1Y | +14.7% | -55.7% | +70.4% | +20.7% |
| 3Y | +72.9% | -3.7% | +76.7% | +69.7% |
| 5Y | +13.1% | -52.6% | +65.7% | +15.4% |
| All | +48.8% | +315.5% | -266.7% | +37.6% |
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 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