+31.4%
EMR vs PODD
-54.0%
+85.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | +0.7% | -4.4% | +5.1% | +0.9% |
| 30D | +3.5% | +9.4% | -5.9% | +3.6% |
| 3M | +5.9% | +3.6% | +2.3% | +6.1% |
| 6M | +19.4% | -4.0% | +23.4% | +19.6% |
| YTD | +27.7% | -47.9% | +75.6% | +51.3% |
| All | +31.4% | -54.0% | +85.4% | +63.0% |
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