+131.7%
EMB vs PODD
+542.6%
-410.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.1% |
| 7D | 0.0% | +1.6% | -1.6% | -0.1% |
| 30D | -0.3% | +10.7% | -11.0% | -0.8% |
| 3M | -0.4% | +0.7% | -1.1% | -0.7% |
| 6M | +0.1% | -39.3% | +39.4% | +2.1% |
| YTD | +1.6% | -48.1% | +49.7% | +4.3% |
| 1Y | +5.6% | -57.4% | +63.0% | +9.4% |
| 3Y | +29.8% | -23.3% | +53.1% | +29.8% |
| 5Y | +7.3% | -51.3% | +58.5% | +8.6% |
| 10Y | +30.4% | +242.0% | -211.6% | +21.5% |
| All | +131.7% | +542.6% | -410.9% | +92.2% |
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