+18.7%
EWZ vs PODD
-4.1%
+22.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.8% | +1.2% |
| 7D | +0.8% | +4.1% | -3.3% | +0.5% |
| 30D | -24.4% | +13.9% | -38.2% | -25.1% |
| 3M | -4.6% | +4.1% | -8.7% | -5.0% |
| 6M | -11.6% | +2.4% | -14.0% | -12.3% |
| YTD | +2.4% | -46.4% | +48.7% | +7.6% |
| 1Y | +2.1% | -54.2% | +56.2% | +9.0% |
| 3Y | +18.7% | -6.9% | +25.6% | +11.0% |
| All | +18.7% | -4.1% | +22.8% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling