-30.8%
EFX vs PODD
-61.6%
+30.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.4% |
| 7D | -11.1% | -10.6% | -0.6% | -9.5% |
| 30D | -7.4% | -6.9% | -0.5% | -6.2% |
| 3M | +1.5% | -10.6% | +12.1% | +3.1% |
| 6M | -13.7% | -43.5% | +29.8% | -10.3% |
| YTD | -21.9% | -52.6% | +30.8% | -18.3% |
| 1Y | -30.8% | -60.1% | +29.3% | -29.3% |
| All | -30.8% | -61.6% | +30.8% | -29.3% |
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