+767.2%
EWT vs PODD
+736.9%
+30.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +3.0% | 0.0% |
| 7D | +1.6% | -4.1% | +5.8% | +2.3% |
| 30D | +8.2% | +0.8% | +7.4% | +7.9% |
| 3M | +11.1% | -6.1% | +17.2% | +11.0% |
| 6M | +60.4% | -40.0% | +100.4% | +71.3% |
| YTD | +75.6% | -49.9% | +125.5% | +92.7% |
| 1Y | +91.3% | -59.3% | +150.6% | +116.5% |
| 3Y | +200.3% | -17.2% | +217.5% | +195.9% |
| 5Y | +156.4% | -53.0% | +209.4% | +169.4% |
| 10Y | +495.8% | +226.1% | +269.7% | +328.4% |
| All | +767.2% | +736.9% | +30.3% | +334.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling