-37.1%
DOCS vs PODD
-46.6%
+9.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | -0.5% |
| 7D | +2.6% | +4.1% | -1.5% | +0.9% |
| 30D | +11.4% | +13.9% | -2.4% | +5.6% |
| 3M | +25.4% | +4.1% | +21.3% | +23.1% |
| 6M | +42.5% | +2.4% | +40.1% | +38.0% |
| YTD | -24.7% | -46.4% | +21.6% | -5.0% |
| 1Y | -32.9% | -54.2% | +21.2% | -9.6% |
| 3Y | +39.6% | -6.9% | +46.5% | +31.5% |
| 5Y | -54.6% | -51.6% | -3.1% | -43.4% |
| All | -37.1% | -46.6% | +9.5% | -17.4% |
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