+417.2%
ED vs PODD
+782.5%
-365.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | -0.9% | -9.1% | +8.2% | -0.4% |
| 30D | +11.2% | +7.3% | +3.9% | +10.7% |
| 3M | +11.8% | +3.7% | +8.1% | +11.5% |
| 6M | +14.1% | -2.7% | +16.8% | +13.9% |
| YTD | +23.0% | -47.2% | +70.2% | +27.0% |
| 1Y | +23.7% | -54.0% | +77.7% | +28.6% |
| 3Y | +47.7% | -3.3% | +51.0% | +45.5% |
| 5Y | +82.6% | -52.3% | +134.9% | +85.6% |
| 10Y | +141.8% | +322.4% | -180.6% | +108.7% |
| All | +417.2% | +782.5% | -365.3% | +274.7% |
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 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