+7.4%
DASH vs PODD
-51.3%
+58.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.1% | -2.6% | -3.8% |
| 7D | -10.6% | +1.6% | -12.2% | -11.2% |
| 30D | +2.2% | +10.7% | -8.5% | -2.4% |
| 3M | +32.3% | +0.7% | +31.5% | +28.7% |
| 6M | +19.1% | -39.3% | +58.4% | +44.2% |
| YTD | -6.5% | -48.1% | +41.6% | +21.5% |
| 1Y | -14.9% | -57.4% | +42.5% | +19.6% |
| 3Y | +151.9% | -23.3% | +175.2% | +145.7% |
| All | +7.4% | -51.3% | +58.7% | +19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling