+678.3%
DELL vs PODD
-21.1%
+699.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +0.4% |
| 7D | +8.7% | -6.9% | +15.6% | +9.2% |
| 30D | +16.9% | -3.5% | +20.3% | +17.1% |
| 3M | +40.4% | -13.6% | +54.0% | +41.0% |
| 6M | +267.1% | -42.6% | +309.7% | +293.4% |
| YTD | +329.1% | -51.5% | +380.6% | +375.4% |
| 1Y | +346.9% | -60.9% | +407.8% | +416.8% |
| All | +678.3% | -21.1% | +699.4% | +683.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling