+388.0%
DELL vs PODD
-4.1%
+392.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.1% | -9.3% | -7.3% |
| 7D | +4.9% | +4.1% | +0.8% | +4.6% |
| 30D | -32.1% | +13.9% | -45.9% | -32.6% |
| 3M | -30.2% | +4.1% | -34.4% | -30.3% |
| 6M | +41.7% | +2.4% | +39.3% | +39.9% |
| YTD | +176.6% | -46.4% | +222.9% | +211.4% |
| 1Y | +159.9% | -54.2% | +214.1% | +204.2% |
| 3Y | +388.0% | -6.9% | +394.8% | +384.7% |
| All | +388.0% | -4.1% | +392.1% | +384.7% |
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 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