+817.7%
DLR vs PODD
+781.2%
+36.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.1% | +3.0% |
| 7D | +2.4% | -2.5% | +4.8% | +2.8% |
| 30D | +0.7% | +10.7% | -10.0% | -1.2% |
| 3M | -6.4% | +6.1% | -12.6% | -7.7% |
| 6M | -6.5% | -2.8% | -3.7% | -7.2% |
| YTD | +18.8% | -47.3% | +66.1% | +31.0% |
| 1Y | +9.0% | -53.2% | +62.2% | +22.6% |
| 3Y | +54.5% | -2.0% | +56.5% | +48.4% |
| 5Y | +35.8% | -52.9% | +88.8% | +44.6% |
| 10Y | +177.5% | +321.1% | -143.6% | +80.8% |
| All | +817.7% | +781.2% | +36.5% | +245.8% |
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 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