+64.1%
DIA vs PODD
-53.4%
+117.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -0.7% |
| 7D | +0.1% | -4.1% | +4.2% | +0.6% |
| 30D | -2.1% | +0.8% | -2.9% | -2.2% |
| 3M | +4.2% | -6.1% | +10.2% | +4.3% |
| 6M | +11.9% | -40.0% | +51.9% | +18.6% |
| YTD | +10.8% | -49.9% | +60.8% | +20.4% |
| 1Y | +17.5% | -59.3% | +76.8% | +31.2% |
| 3Y | +59.9% | -17.2% | +77.2% | +57.9% |
| 5Y | +64.1% | -53.0% | +117.1% | +72.6% |
| All | +64.1% | -53.4% | +117.6% | +72.6% |
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