+48.4%
D vs PODD
+314.4%
-266.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | -2.4% | -9.1% | +6.7% | -1.7% |
| 30D | +9.0% | +7.3% | +1.7% | +8.4% |
| 3M | +1.0% | +3.7% | -2.7% | +0.6% |
| 6M | +11.0% | -2.7% | +13.7% | +10.8% |
| YTD | +19.8% | -47.2% | +67.0% | +24.5% |
| 1Y | +16.0% | -54.0% | +70.0% | +21.7% |
| 3Y | +74.4% | -3.3% | +77.6% | +71.0% |
| 5Y | +13.5% | -52.3% | +65.9% | +15.7% |
| 10Y | +48.4% | +322.4% | -274.0% | +36.5% |
| All | +48.4% | +314.4% | -266.1% | +36.5% |
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 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