+500.4%
DIA vs PODD
+782.5%
-282.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | -1.6% | -9.1% | +7.5% | -0.3% |
| 30D | +1.3% | +7.3% | -6.0% | +0.2% |
| 3M | -2.1% | +3.7% | -5.7% | -2.8% |
| 6M | +6.2% | -2.7% | +8.9% | +5.6% |
| YTD | +10.3% | -47.2% | +57.6% | +19.5% |
| 1Y | +11.0% | -54.0% | +65.0% | +22.5% |
| 3Y | +60.4% | -3.3% | +63.6% | +55.4% |
| 5Y | +59.1% | -52.3% | +111.4% | +66.6% |
| 10Y | +237.1% | +322.4% | -85.3% | +144.7% |
| All | +500.4% | +782.5% | -282.2% | +218.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling