+156.6%
ETR vs PODD
-5.6%
+162.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | +0.1% |
| 7D | +0.1% | -9.1% | +9.2% | +0.9% |
| 30D | +7.7% | +7.3% | +0.4% | +7.0% |
| 3M | +5.7% | +3.7% | +2.0% | +5.3% |
| 6M | -0.3% | -2.7% | +2.4% | -0.5% |
| YTD | +23.4% | -47.2% | +70.6% | +29.9% |
| 1Y | +18.5% | -54.0% | +72.5% | +26.6% |
| All | +156.6% | -5.6% | +162.3% | +142.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling