+456.2%
EFX vs PODD
+796.9%
-340.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.3% |
| 7D | -0.8% | +4.1% | -4.9% | -1.5% |
| 30D | +25.1% | +13.9% | +11.3% | +22.1% |
| 3M | +1.7% | +4.1% | -2.5% | +0.8% |
| 6M | +18.4% | +2.4% | +15.9% | +17.0% |
| YTD | -12.5% | -46.4% | +33.8% | -3.1% |
| 1Y | -8.1% | -54.2% | +46.1% | +4.6% |
| 3Y | +4.8% | -6.9% | +11.6% | +2.4% |
| 5Y | -30.1% | -51.6% | +21.4% | -25.1% |
| 10Y | +81.5% | +329.3% | -247.8% | +25.5% |
| All | +456.2% | +796.9% | -340.8% | +169.2% |
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