+271.2%
EW vs PODD
+324.4%
-53.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.9% | +0.6% |
| 7D | +4.9% | +4.1% | +0.8% | +3.7% |
| 30D | +23.9% | +13.9% | +10.1% | +19.1% |
| 3M | +15.8% | +4.1% | +11.6% | +14.0% |
| 6M | +31.7% | +2.4% | +29.2% | +28.5% |
| YTD | +25.7% | -46.4% | +72.0% | +48.0% |
| 1Y | +24.4% | -54.2% | +78.6% | +53.3% |
| 3Y | +65.9% | -6.9% | +72.7% | +57.3% |
| 5Y | -7.6% | -51.6% | +43.9% | +3.0% |
| All | +271.2% | +324.4% | -53.1% | +103.2% |
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