+81.9%
ED vs PODD
-53.5%
+135.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.8% |
| 7D | +2.1% | -4.4% | +6.5% | +2.4% |
| 30D | +12.4% | +9.4% | +3.0% | +11.8% |
| 3M | +13.1% | +3.6% | +9.5% | +12.8% |
| 6M | +14.1% | -4.0% | +18.0% | +14.0% |
| YTD | +23.1% | -47.9% | +71.0% | +26.6% |
| 1Y | +25.4% | -53.8% | +79.2% | +29.7% |
| 3Y | +47.9% | -4.5% | +52.4% | +43.8% |
| 5Y | +81.9% | -51.9% | +133.7% | +77.9% |
| All | +81.9% | -53.5% | +135.4% | +77.9% |
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