+53.1%
DLR vs PODD
-1.9%
+55.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.1% | +3.1% |
| 7D | +2.4% | -2.5% | +4.8% | +2.7% |
| 30D | +0.7% | +10.7% | -10.0% | -0.5% |
| 3M | -6.4% | +6.1% | -12.6% | -7.2% |
| 6M | -6.5% | -2.8% | -3.7% | -6.9% |
| YTD | +18.8% | -47.3% | +66.1% | +30.4% |
| 1Y | +9.0% | -53.2% | +62.2% | +22.1% |
| All | +53.1% | -1.9% | +55.0% | +40.9% |
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 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