+99.4%
DE vs PODD
-55.6%
+155.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +0.4% |
| 7D | -2.4% | -10.6% | +8.2% | -1.2% |
| 30D | +9.7% | -6.9% | +16.6% | +10.5% |
| 3M | +21.4% | -10.6% | +32.0% | +22.2% |
| 6M | +15.0% | -43.5% | +58.5% | +21.9% |
| YTD | +46.4% | -52.6% | +99.0% | +58.4% |
| 1Y | +45.6% | -60.1% | +105.7% | +60.7% |
| 3Y | +76.8% | -21.7% | +98.4% | +74.4% |
| 5Y | +99.4% | -54.6% | +154.0% | +110.4% |
| All | +99.4% | -55.6% | +155.0% | +110.4% |
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