-35.5%
DOW vs PODD
-52.8%
+17.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +4.0% | +0.9% |
| 7D | -2.9% | -4.1% | +1.2% | -2.5% |
| 30D | +2.0% | +0.8% | +1.2% | +1.8% |
| 3M | -12.5% | -6.1% | -6.4% | -12.4% |
| 6M | -9.2% | -40.0% | +30.8% | -4.0% |
| YTD | +30.8% | -49.9% | +80.7% | +41.8% |
| 1Y | +29.4% | -59.3% | +88.7% | +44.1% |
| 3Y | -34.6% | -17.2% | -17.3% | -35.2% |
| All | -35.5% | -52.8% | +17.3% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling