+228.4%
D vs PODD
+767.5%
-539.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -1.3% |
| 7D | +0.4% | +1.6% | -1.2% | +0.3% |
| 30D | -3.6% | +10.7% | -14.2% | -4.4% |
| 3M | -1.0% | +0.7% | -1.7% | -1.4% |
| 6M | +6.3% | -39.3% | +45.6% | +10.0% |
| YTD | +14.7% | -48.1% | +62.8% | +20.1% |
| 1Y | +16.9% | -57.4% | +74.4% | +24.2% |
| 3Y | +56.8% | -23.3% | +80.1% | +56.6% |
| 5Y | +5.2% | -51.3% | +56.5% | +7.5% |
| 10Y | +35.9% | +242.0% | -206.2% | +14.7% |
| All | +228.4% | +767.5% | -539.2% | +137.0% |
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