+43.8%
D vs PODD
+324.2%
-280.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -0.7% |
| 7D | +0.8% | -2.5% | +3.2% | +0.9% |
| 30D | +10.7% | +10.7% | 0.0% | +9.9% |
| 3M | +2.3% | +6.1% | -3.8% | +1.8% |
| 6M | +12.5% | -2.8% | +15.3% | +12.3% |
| YTD | +20.1% | -47.3% | +67.4% | +24.8% |
| 1Y | +15.6% | -53.2% | +68.7% | +21.0% |
| 3Y | +75.2% | -2.0% | +77.2% | +71.7% |
| 5Y | +14.6% | -52.9% | +67.5% | +16.9% |
| 10Y | +43.8% | +321.1% | -277.3% | +33.2% |
| All | +43.8% | +324.2% | -280.4% | +33.2% |
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