+365.6%
ED vs PODD
+767.5%
-402.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.7% | -1.2% |
| 7D | -0.2% | +1.6% | -1.8% | -0.3% |
| 30D | -0.1% | +10.7% | -10.8% | -0.8% |
| 3M | +3.9% | +0.7% | +3.2% | +3.6% |
| 6M | -3.0% | -39.3% | +36.2% | -0.6% |
| YTD | +10.7% | -48.1% | +58.8% | +14.5% |
| 1Y | +13.3% | -57.4% | +70.8% | +18.5% |
| 3Y | +34.5% | -23.3% | +57.8% | +34.2% |
| 5Y | +67.1% | -51.3% | +118.4% | +69.7% |
| 10Y | +103.0% | +242.0% | -139.0% | +77.5% |
| All | +365.6% | +767.5% | -402.0% | +237.8% |
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