+251.0%
DIA vs PODD
+218.3%
+32.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.3% |
| 7D | -1.2% | -6.9% | +5.7% | -0.3% |
| 30D | -2.7% | -3.5% | +0.8% | -2.3% |
| 3M | +3.3% | -13.6% | +16.9% | +4.7% |
| 6M | +10.4% | -42.6% | +53.1% | +18.4% |
| YTD | +10.0% | -51.5% | +61.5% | +20.7% |
| 1Y | +16.2% | -60.9% | +77.1% | +31.4% |
| 3Y | +58.7% | -19.8% | +78.5% | +57.3% |
| 5Y | +63.6% | -54.4% | +117.9% | +72.7% |
| 10Y | +251.0% | +236.1% | +15.0% | +193.3% |
| All | +251.0% | +218.3% | +32.7% | +193.3% |
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