+85.5%
DT vs PODD
+22.4%
+63.1%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.2% |
| 7D | -5.4% | -9.1% | +3.7% | -2.1% |
| 30D | -32.2% | +7.3% | -39.5% | -34.2% |
| 3M | -10.9% | +3.7% | -14.6% | -12.5% |
| 6M | +10.0% | -2.7% | +12.7% | +7.6% |
| YTD | +2.1% | -47.2% | +49.3% | +25.9% |
| 1Y | -5.5% | -54.0% | +48.5% | +22.7% |
| 3Y | -12.4% | -3.3% | -9.1% | -22.9% |
| 5Y | -39.7% | -52.3% | +12.6% | -30.2% |
| All | +85.5% | +22.4% | +63.1% | +37.6% |
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