+142.8%
EFA vs PODD
+223.0%
-80.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.3% |
| 7D | -1.5% | -10.5% | +9.0% | -0.1% |
| 30D | -1.7% | -9.0% | +7.4% | -0.5% |
| 3M | +3.5% | -11.5% | +15.0% | +4.5% |
| 6M | +9.5% | -44.7% | +54.2% | +17.5% |
| YTD | +12.9% | -53.6% | +66.4% | +24.1% |
| 1Y | +18.2% | -61.0% | +79.2% | +32.9% |
| 3Y | +64.8% | -24.7% | +89.5% | +64.8% |
| 5Y | +53.9% | -55.5% | +109.4% | +62.6% |
| All | +142.8% | +223.0% | -80.2% | +112.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling