+126.1%
ETR vs PODD
-54.3%
+180.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.0% |
| 7D | +0.4% | -6.9% | +7.3% | +1.0% |
| 30D | +2.0% | -3.5% | +5.5% | +2.3% |
| 3M | -1.7% | -13.6% | +11.9% | -0.8% |
| 6M | +3.6% | -42.6% | +46.2% | +8.0% |
| YTD | +18.0% | -51.5% | +69.5% | +25.0% |
| 1Y | +26.2% | -60.9% | +87.1% | +36.3% |
| 3Y | +148.0% | -19.8% | +167.8% | +147.7% |
| 5Y | +126.1% | -54.4% | +180.4% | +132.3% |
| All | +126.1% | -54.3% | +180.3% | +132.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling