+142.2%
EFA vs PODD
+767.5%
-625.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.5% |
| 7D | +0.6% | +1.6% | -1.0% | +0.3% |
| 30D | +0.9% | +10.7% | -9.8% | -0.9% |
| 3M | +4.9% | +0.7% | +4.1% | +3.8% |
| 6M | +8.6% | -39.3% | +47.8% | +16.3% |
| YTD | +14.6% | -48.1% | +62.7% | +25.8% |
| 1Y | +22.6% | -57.4% | +80.1% | +38.8% |
| 3Y | +66.5% | -23.3% | +89.8% | +66.1% |
| 5Y | +54.5% | -51.3% | +105.8% | +62.1% |
| 10Y | +144.8% | +242.0% | -97.2% | +71.6% |
| All | +142.2% | +767.5% | -625.3% | +13.6% |
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