+110.7%
ED vs PODD
+218.3%
-107.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.6% |
| 7D | -0.2% | -6.9% | +6.7% | +0.2% |
| 30D | +1.9% | -3.5% | +5.4% | +2.1% |
| 3M | +1.9% | -13.6% | +15.4% | +2.3% |
| 6M | -2.3% | -42.6% | +40.4% | -0.2% |
| YTD | +10.9% | -51.5% | +62.4% | +14.0% |
| 1Y | +14.5% | -60.9% | +75.4% | +18.8% |
| 3Y | +33.4% | -19.8% | +53.2% | +32.4% |
| 5Y | +67.3% | -54.4% | +121.7% | +69.4% |
| 10Y | +110.7% | +236.1% | -125.4% | +101.2% |
| All | +110.7% | +218.3% | -107.6% | +101.2% |
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