+423.4%
EFX vs PODD
+767.5%
-344.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.1% | -4.3% | -6.0% |
| 7D | -8.6% | +1.6% | -10.3% | -8.9% |
| 30D | +0.1% | +10.7% | -10.6% | -1.8% |
| 3M | +3.8% | +0.7% | +3.1% | +3.2% |
| 6M | -13.5% | -39.3% | +25.8% | -6.2% |
| YTD | -17.7% | -48.1% | +30.5% | -8.2% |
| 1Y | -25.6% | -57.4% | +31.9% | -14.2% |
| 3Y | -12.1% | -23.3% | +11.2% | -11.4% |
| 5Y | -33.8% | -51.3% | +17.5% | -29.1% |
| 10Y | +45.1% | +242.0% | -196.9% | +4.1% |
| All | +423.4% | +767.5% | -344.1% | +155.1% |
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 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