+67.3%
ED vs PODD
-53.4%
+120.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.1% |
| 7D | +0.5% | -4.1% | +4.6% | +0.8% |
| 30D | +1.1% | +0.8% | +0.3% | +1.0% |
| 3M | +4.6% | -6.1% | +10.7% | +4.8% |
| 6M | -2.0% | -40.0% | +38.0% | +0.3% |
| YTD | +11.7% | -49.9% | +61.6% | +15.4% |
| 1Y | +15.7% | -59.3% | +75.0% | +20.8% |
| 3Y | +34.4% | -17.2% | +51.6% | +31.9% |
| 5Y | +67.3% | -53.0% | +120.3% | +68.7% |
| All | +67.3% | -53.4% | +120.7% | +68.7% |
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