+5.9%
EXC vs PODD
-59.3%
+65.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +0.8% |
| 7D | +1.2% | -4.1% | +5.3% | +1.4% |
| 30D | -2.7% | +0.8% | -3.5% | -2.8% |
| 3M | -1.0% | -6.1% | +5.1% | -0.9% |
| 6M | -9.3% | -40.0% | +30.7% | -9.9% |
| YTD | +3.6% | -49.9% | +53.6% | +3.4% |
| 1Y | +5.9% | -59.3% | +65.2% | +5.8% |
| All | +5.9% | -59.3% | +65.2% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling