-38.7%
DOCS vs PODD
-48.7%
+10.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.2% | +4.1% | +0.5% |
| 7D | -0.8% | -2.1% | +1.4% | +0.1% |
| 30D | +17.4% | +9.0% | +8.4% | +13.3% |
| 3M | +57.4% | +5.2% | +52.2% | +54.1% |
| 6M | +26.5% | -3.2% | +29.7% | +25.6% |
| YTD | -26.6% | -48.5% | +21.9% | -5.8% |
| 1Y | -48.1% | -54.7% | +6.6% | -29.6% |
| 3Y | +52.6% | -7.8% | +60.4% | +43.9% |
| 5Y | -52.1% | -52.4% | +0.3% | -39.3% |
| All | -38.7% | -48.7% | +10.0% | -18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling