+3,922.7%
DELL vs PODD
+229.6%
+3,693.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -5.0% |
| 7D | -1.9% | -10.6% | +8.7% | 0.0% |
| 30D | +14.9% | -6.9% | +21.8% | +16.1% |
| 3M | +37.2% | -10.6% | +47.8% | +37.9% |
| 6M | +254.0% | -43.5% | +297.5% | +285.8% |
| YTD | +306.1% | -52.6% | +358.8% | +358.8% |
| 1Y | +312.3% | -60.1% | +372.4% | +381.5% |
| 3Y | +654.0% | -21.7% | +675.7% | +647.7% |
| 5Y | +1,055.3% | -54.6% | +1,109.9% | +1,144.5% |
| All | +3,922.7% | +229.6% | +3,693.1% | +2,969.1% |
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 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