+160.0%
ETR vs PODD
-52.6%
+212.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +29.7% |
| 1Y | +18.5% | -54.0% | +72.5% | +26.1% |
| 3Y | +155.6% | -3.3% | +158.8% | +150.9% |
| All | +160.0% | -52.6% | +212.6% | +167.1% |
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