-10.8%
DOW vs PODD
+49.0%
-59.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -1.0% | -2.8% |
| 7D | -2.4% | +1.6% | -4.0% | -2.6% |
| 30D | +0.4% | +10.7% | -10.3% | -1.0% |
| 3M | -14.4% | +0.7% | -15.1% | -15.0% |
| 6M | -7.0% | -39.3% | +32.3% | -1.5% |
| YTD | +30.2% | -48.1% | +78.3% | +40.9% |
| 1Y | +29.2% | -57.4% | +86.6% | +43.5% |
| 3Y | -36.7% | -23.3% | -13.4% | -36.6% |
| 5Y | -37.7% | -51.3% | +13.6% | -34.7% |
| All | -10.8% | +49.0% | -59.8% | -18.5% |
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