+107.6%
DG vs PODD
+228.4%
-120.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.5% | -3.6% |
| 7D | -2.5% | -4.1% | +1.7% | -2.0% |
| 30D | +1.0% | +0.8% | +0.2% | +0.9% |
| 3M | +20.3% | -6.1% | +26.4% | +20.8% |
| 6M | -11.7% | -40.0% | +28.2% | -7.2% |
| YTD | -2.3% | -49.9% | +47.6% | +4.7% |
| 1Y | +20.0% | -59.3% | +79.3% | +31.3% |
| 3Y | +7.2% | -17.2% | +24.5% | +5.7% |
| 5Y | -37.9% | -53.0% | +15.1% | -36.1% |
| All | +107.6% | +228.4% | -120.8% | +70.8% |
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