+1,558.5%
DE vs PODD
+767.5%
+790.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.2% |
| 7D | +10.0% | +1.6% | +8.4% | +9.7% |
| 30D | +13.3% | +10.7% | +2.7% | +11.1% |
| 3M | +17.5% | +0.7% | +16.8% | +16.2% |
| 6M | +13.6% | -39.3% | +52.9% | +22.6% |
| YTD | +49.8% | -48.1% | +97.9% | +66.1% |
| 1Y | +47.9% | -57.4% | +105.3% | +69.7% |
| 3Y | +72.5% | -23.3% | +95.8% | +71.6% |
| 5Y | +90.2% | -51.3% | +141.5% | +99.4% |
| 10Y | +865.4% | +242.0% | +623.3% | +536.4% |
| All | +1,558.5% | +767.5% | +790.9% | +560.0% |
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