+516.2%
EMR vs PODD
+782.5%
-266.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | -2.0% | -9.1% | +7.1% | -0.4% |
| 30D | +2.8% | +7.3% | -4.5% | +1.5% |
| 3M | +2.0% | +3.7% | -1.7% | +1.1% |
| 6M | +20.7% | -2.7% | +23.4% | +19.7% |
| YTD | +27.3% | -47.2% | +74.5% | +39.9% |
| 1Y | +31.0% | -54.0% | +85.0% | +47.4% |
| 3Y | +103.6% | -3.3% | +106.9% | +96.9% |
| 5Y | +88.6% | -52.3% | +140.9% | +100.2% |
| 10Y | +280.6% | +322.4% | -41.7% | +157.0% |
| All | +516.2% | +782.5% | -266.3% | +174.0% |
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 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