+1,514.5%
DE vs PODD
+796.9%
+717.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.2% |
| 7D | +0.3% | +4.1% | -3.8% | -0.4% |
| 30D | +3.6% | +13.9% | -10.3% | +1.0% |
| 3M | +10.2% | +4.1% | +6.1% | +9.1% |
| 6M | +16.6% | +2.4% | +14.1% | +14.6% |
| YTD | +45.8% | -46.4% | +92.2% | +60.4% |
| 1Y | +43.9% | -54.2% | +98.1% | +62.6% |
| 3Y | +89.6% | -6.9% | +96.5% | +82.4% |
| 5Y | +100.3% | -51.6% | +151.9% | +110.3% |
| 10Y | +760.8% | +329.3% | +431.5% | +444.3% |
| All | +1,514.5% | +796.9% | +717.6% | +537.2% |
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