+60.8%
EWZ vs PODD
+308.1%
-247.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | +1.3% | -4.4% | +5.7% | +1.9% |
| 30D | -26.2% | +9.4% | -35.6% | -27.2% |
| 3M | -8.6% | +3.6% | -12.3% | -9.3% |
| 6M | -17.0% | -4.0% | -13.1% | -17.4% |
| YTD | +2.2% | -47.9% | +50.1% | +11.1% |
| 1Y | +2.7% | -53.8% | +56.5% | +13.6% |
| 3Y | +18.2% | -4.5% | +22.7% | +13.6% |
| 5Y | +56.0% | -51.9% | +107.9% | +63.5% |
| 10Y | +60.8% | +308.9% | -248.1% | +27.7% |
| All | +60.8% | +308.1% | -247.3% | +27.7% |
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