+51.9%
DOW vs PODD
-48.3%
+100.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.6% | -9.8% | -3.4% |
| 7D | -4.2% | +10.8% | -15.0% | -4.5% |
| 30D | +14.7% | +21.7% | -7.0% | +13.9% |
| 3M | +9.1% | -1.1% | +10.1% | +8.8% |
| 6M | -17.7% | -3.7% | -13.9% | -17.0% |
| YTD | +44.6% | -41.9% | +86.6% | +54.6% |
| 1Y | +51.9% | -48.5% | +100.4% | +64.4% |
| All | +51.9% | -48.3% | +100.2% | +64.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling