+189.5%
DLR vs PODD
+314.4%
-124.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -2.0% | -9.1% | +7.1% | -0.7% |
| 30D | +0.5% | +7.3% | -6.8% | -0.5% |
| 3M | -4.4% | +3.7% | -8.1% | -5.1% |
| 6M | -6.4% | -2.7% | -3.8% | -7.0% |
| YTD | +19.5% | -47.2% | +66.7% | +29.7% |
| 1Y | +10.5% | -54.0% | +64.5% | +22.3% |
| 3Y | +54.0% | -3.3% | +57.3% | +49.7% |
| 5Y | +39.7% | -52.3% | +92.0% | +46.6% |
| 10Y | +189.5% | +322.4% | -132.9% | +150.8% |
| All | +189.5% | +314.4% | -124.9% | +150.8% |
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