+15.6%
EMR vs PODD
-60.5%
+76.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -1.1% |
| 7D | +0.9% | -6.9% | +7.8% | +1.0% |
| 30D | -5.0% | -3.5% | -1.5% | -4.9% |
| 3M | +5.9% | -13.6% | +19.5% | +6.3% |
| 6M | +7.3% | -42.6% | +50.0% | +19.1% |
| YTD | +14.6% | -51.5% | +66.0% | +32.6% |
| 1Y | +15.6% | -60.9% | +76.5% | +39.6% |
| All | +15.6% | -60.5% | +76.2% | +39.6% |
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