+46.6%
EEM vs PODD
-54.3%
+100.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.2% |
| 7D | +2.0% | -6.9% | +8.9% | +2.8% |
| 30D | +5.1% | -3.5% | +8.5% | +5.4% |
| 3M | +4.6% | -13.6% | +18.2% | +5.6% |
| 6M | +17.8% | -42.6% | +60.4% | +25.6% |
| YTD | +25.8% | -51.5% | +77.3% | +37.3% |
| 1Y | +36.4% | -60.9% | +97.3% | +53.4% |
| 3Y | +90.0% | -19.8% | +109.8% | +85.6% |
| 5Y | +46.6% | -54.4% | +100.9% | +54.4% |
| All | +46.6% | -54.3% | +100.9% | +54.4% |
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