+146.5%
EFA vs PODD
+324.4%
-177.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -2.0% | -0.1% |
| 7D | +2.2% | +4.1% | -1.8% | +1.7% |
| 30D | +1.4% | +13.9% | -12.5% | -0.4% |
| 3M | -4.2% | +4.1% | -8.3% | -4.9% |
| 6M | +1.9% | +2.4% | -0.5% | +0.6% |
| YTD | +10.2% | -46.4% | +56.5% | +18.9% |
| 1Y | +12.8% | -54.2% | +66.9% | +24.4% |
| 3Y | +65.2% | -6.9% | +72.1% | +60.7% |
| 5Y | +49.8% | -51.6% | +101.4% | +56.8% |
| All | +146.5% | +324.4% | -177.9% | +101.1% |
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