+463.7%
EMR vs PODD
+767.5%
-303.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.1% |
| 7D | -1.5% | +1.6% | -3.1% | -1.8% |
| 30D | -5.6% | +10.7% | -16.3% | -7.4% |
| 3M | +7.9% | +0.7% | +7.2% | +6.7% |
| 6M | +6.0% | -39.3% | +45.3% | +13.9% |
| YTD | +16.4% | -48.1% | +64.6% | +28.6% |
| 1Y | +16.6% | -57.4% | +74.1% | +33.1% |
| 3Y | +62.9% | -23.3% | +86.1% | +63.4% |
| 5Y | +60.1% | -51.3% | +111.4% | +69.3% |
| 10Y | +268.7% | +242.0% | +26.7% | +157.8% |
| All | +463.7% | +767.5% | -303.8% | +151.8% |
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