+290.1%
ETR vs PODD
+223.0%
+67.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.2% |
| 7D | -1.8% | -10.5% | +8.7% | -0.7% |
| 30D | -1.8% | -9.0% | +7.3% | -0.9% |
| 3M | -3.6% | -11.5% | +8.0% | -2.8% |
| 6M | +2.6% | -44.7% | +47.4% | +8.3% |
| YTD | +16.0% | -53.6% | +69.6% | +24.7% |
| 1Y | +20.1% | -61.0% | +81.1% | +31.4% |
| 3Y | +143.6% | -24.7% | +168.3% | +143.9% |
| 5Y | +124.4% | -55.5% | +179.8% | +134.5% |
| All | +290.1% | +223.0% | +67.1% | +260.7% |
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