+242.1%
D vs PODD
+761.8%
-519.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.2% | +4.7% | -1.0% |
| 7D | +3.0% | -2.1% | +5.1% | +3.1% |
| 30D | +11.5% | +9.0% | +2.4% | +10.7% |
| 3M | +3.7% | +5.2% | -1.4% | +3.2% |
| 6M | +13.5% | -3.2% | +16.7% | +13.3% |
| YTD | +20.7% | -48.5% | +69.2% | +26.4% |
| 1Y | +18.2% | -54.7% | +72.9% | +25.0% |
| 3Y | +73.3% | -7.8% | +81.1% | +70.8% |
| 5Y | +12.3% | -52.4% | +64.7% | +14.9% |
| 10Y | +43.4% | +315.9% | -272.5% | +19.2% |
| All | +242.1% | +761.8% | -519.7% | +147.0% |
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