+111.1%
DG vs PODD
+314.4%
-203.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -3.0% | -9.1% | +6.1% | -1.8% |
| 30D | +8.6% | +7.3% | +1.3% | +7.7% |
| 3M | +15.0% | +3.7% | +11.4% | +14.5% |
| 6M | +32.7% | -2.7% | +35.4% | +32.5% |
| YTD | +5.5% | -47.2% | +52.7% | +12.5% |
| 1Y | +34.6% | -54.0% | +88.6% | +45.4% |
| 3Y | +24.2% | -3.3% | +27.5% | +20.6% |
| 5Y | -32.3% | -52.3% | +20.1% | -30.4% |
| 10Y | +111.1% | +322.4% | -211.3% | +64.8% |
| All | +111.1% | +314.4% | -203.4% | +64.8% |
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 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