+834.9%
DLR vs PODD
+778.2%
+56.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +5.0% | -4.4% | +9.4% | +5.8% |
| 30D | +3.0% | +8.1% | -5.1% | +1.5% |
| 3M | -6.3% | +2.9% | -9.2% | -7.0% |
| 6M | -4.8% | -5.7% | +1.0% | -4.9% |
| YTD | +21.0% | -47.5% | +68.5% | +33.5% |
| 1Y | +15.1% | -55.7% | +70.8% | +30.9% |
| 3Y | +56.0% | -3.7% | +59.7% | +50.4% |
| 5Y | +39.1% | -52.6% | +91.7% | +47.9% |
| 10Y | +193.3% | +320.3% | -127.0% | +91.2% |
| All | +834.9% | +778.2% | +56.7% | +252.5% |
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 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