+60.0%
DLR vs PODD
-20.7%
+80.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.0% |
| 7D | +3.4% | -4.1% | +7.5% | +3.8% |
| 30D | -2.2% | +0.8% | -3.0% | -2.4% |
| 3M | +4.7% | -6.1% | +10.8% | +4.8% |
| 6M | +9.0% | -40.0% | +49.0% | +15.5% |
| YTD | +24.1% | -49.9% | +74.1% | +34.9% |
| 1Y | +20.9% | -59.3% | +80.2% | +35.4% |
| 3Y | +60.0% | -17.2% | +77.3% | +56.5% |
| All | +60.0% | -20.7% | +80.7% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling