+35.3%
D vs PODD
+223.9%
-188.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.8% |
| 7D | +0.8% | -4.1% | +4.9% | +1.1% |
| 30D | -0.7% | +0.8% | -1.5% | -0.8% |
| 3M | +2.1% | -6.1% | +8.2% | +2.2% |
| 6M | +6.8% | -40.0% | +46.8% | +10.2% |
| YTD | +16.5% | -49.9% | +66.5% | +21.7% |
| 1Y | +19.2% | -59.3% | +78.5% | +26.2% |
| 3Y | +61.9% | -17.2% | +79.1% | +60.4% |
| 5Y | +6.5% | -53.0% | +59.5% | +8.7% |
| 10Y | +35.3% | +226.1% | -190.8% | +29.7% |
| All | +35.3% | +223.9% | -188.6% | +29.7% |
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