+851.5%
DE vs PODD
+223.0%
+628.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | 0.0% |
| 7D | -2.6% | -10.5% | +8.0% | -1.1% |
| 30D | +9.0% | -9.0% | +18.1% | +10.3% |
| 3M | +19.1% | -11.5% | +30.7% | +20.3% |
| 6M | +14.4% | -44.7% | +59.1% | +23.1% |
| YTD | +45.9% | -53.6% | +99.5% | +60.8% |
| 1Y | +43.6% | -61.0% | +104.6% | +62.0% |
| 3Y | +75.9% | -24.7% | +100.6% | +75.0% |
| 5Y | +98.8% | -55.5% | +154.2% | +109.8% |
| All | +851.5% | +223.0% | +628.5% | +679.5% |
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