+39.7%
EFX vs PODD
+223.0%
-183.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.0% |
| 7D | -4.5% | -10.5% | +6.0% | -2.4% |
| 30D | -6.1% | -9.0% | +3.0% | -4.3% |
| 3M | +6.2% | -11.5% | +17.8% | +8.3% |
| 6M | -11.2% | -44.7% | +33.5% | -1.2% |
| YTD | -21.4% | -53.6% | +32.2% | -9.6% |
| 1Y | -34.3% | -61.0% | +26.6% | -22.0% |
| 3Y | -12.5% | -24.7% | +12.2% | -11.7% |
| 5Y | -35.6% | -55.5% | +19.9% | -29.8% |
| All | +39.7% | +223.0% | -183.3% | +13.0% |
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