+312.3%
DELL vs PODD
-61.6%
+373.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -5.8% |
| 7D | -1.9% | -10.6% | +8.7% | -3.9% |
| 30D | +14.9% | -6.9% | +21.8% | +13.5% |
| 3M | +37.2% | -10.6% | +47.8% | +35.6% |
| 6M | +254.0% | -43.5% | +297.5% | +251.9% |
| YTD | +306.1% | -52.6% | +358.8% | +309.8% |
| 1Y | +312.3% | -60.1% | +372.4% | +336.7% |
| All | +312.3% | -61.6% | +373.9% | +336.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling