+99.1%
DE vs PODD
-51.4%
+150.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.0% |
| 7D | +0.3% | +4.1% | -3.8% | -0.1% |
| 30D | +3.6% | +13.9% | -10.3% | +2.1% |
| 3M | +10.2% | +4.1% | +6.1% | +9.6% |
| 6M | +16.6% | +2.4% | +14.1% | +15.4% |
| YTD | +45.8% | -46.4% | +92.2% | +55.6% |
| 1Y | +43.9% | -54.2% | +98.1% | +56.4% |
| 3Y | +89.6% | -6.9% | +96.5% | +83.6% |
| All | +99.1% | -51.4% | +150.5% | +115.1% |
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