-35.3%
DG vs PODD
-51.7%
+16.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +1.7% |
| 7D | +8.4% | +1.6% | +6.8% | +8.2% |
| 30D | +4.9% | +10.7% | -5.7% | +3.6% |
| 3M | +29.3% | +0.7% | +28.6% | +28.7% |
| 6M | -11.3% | -39.3% | +28.0% | -6.5% |
| YTD | +1.8% | -48.1% | +49.9% | +9.0% |
| 1Y | +25.3% | -57.4% | +82.8% | +37.0% |
| 3Y | +9.1% | -23.3% | +32.3% | +7.1% |
| All | -35.3% | -51.7% | +16.4% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling