-6.7%
EFX vs PODD
-48.3%
+41.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.6% | -4.2% | +0.9% |
| 7D | +9.2% | +10.8% | -1.6% | +6.7% |
| 30D | +34.8% | +21.7% | +13.1% | +29.2% |
| 3M | +8.8% | -1.1% | +9.9% | +7.5% |
| 6M | +12.3% | -3.7% | +16.0% | +10.2% |
| YTD | -10.6% | -41.9% | +31.3% | -7.6% |
| 1Y | -6.7% | -48.5% | +41.7% | -2.8% |
| All | -6.7% | -48.3% | +41.6% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling