+146.1%
EWT vs PODD
-55.6%
+201.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.3% |
| 7D | -1.1% | -10.6% | +9.5% | +0.1% |
| 30D | +4.8% | -6.9% | +11.7% | +5.6% |
| 3M | +11.1% | -10.6% | +21.8% | +11.6% |
| 6M | +54.6% | -43.5% | +98.1% | +65.4% |
| YTD | +71.4% | -52.6% | +124.1% | +88.2% |
| 1Y | +82.1% | -60.1% | +142.2% | +104.9% |
| 3Y | +193.2% | -21.7% | +214.9% | +190.2% |
| 5Y | +146.1% | -54.6% | +200.7% | +161.9% |
| All | +146.1% | -55.6% | +201.7% | +161.9% |
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