+853.4%
DLR vs PODD
+767.5%
+85.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.7% |
| 7D | +1.6% | +1.6% | 0.0% | +1.3% |
| 30D | -3.4% | +10.7% | -14.0% | -5.3% |
| 3M | +0.5% | +0.7% | -0.2% | -0.6% |
| 6M | +4.6% | -39.3% | +43.8% | +12.8% |
| YTD | +23.4% | -48.1% | +71.5% | +36.7% |
| 1Y | +19.0% | -57.4% | +76.5% | +36.3% |
| 3Y | +56.5% | -23.3% | +79.8% | +56.5% |
| 5Y | +33.3% | -51.3% | +84.6% | +41.1% |
| 10Y | +165.1% | +242.0% | -76.9% | +79.6% |
| All | +853.4% | +767.5% | +85.9% | +260.9% |
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