+277.4%
EMR vs PODD
+218.3%
+59.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.7% |
| 7D | +0.9% | -6.9% | +7.8% | +2.0% |
| 30D | -5.0% | -3.5% | -1.5% | -4.5% |
| 3M | +5.9% | -13.6% | +19.5% | +7.4% |
| 6M | +7.3% | -42.6% | +50.0% | +16.1% |
| YTD | +14.6% | -51.5% | +66.0% | +27.5% |
| 1Y | +15.6% | -60.9% | +76.5% | +33.3% |
| 3Y | +60.2% | -19.8% | +79.9% | +60.3% |
| 5Y | +65.8% | -54.4% | +120.2% | +78.1% |
| 10Y | +277.4% | +236.1% | +41.3% | +206.2% |
| All | +277.4% | +218.3% | +59.1% | +206.2% |
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 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