+46.2%
EXC vs PODD
-53.4%
+99.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +1.0% |
| 7D | +1.2% | -4.1% | +5.3% | +1.5% |
| 30D | -2.7% | +0.8% | -3.5% | -2.8% |
| 3M | -1.0% | -6.1% | +5.1% | -0.8% |
| 6M | -9.3% | -40.0% | +30.7% | -6.1% |
| YTD | +3.6% | -49.9% | +53.6% | +8.7% |
| 1Y | +5.9% | -59.3% | +65.2% | +13.0% |
| 3Y | +21.3% | -17.2% | +38.5% | +18.8% |
| 5Y | +46.2% | -53.0% | +99.2% | +49.9% |
| All | +46.2% | -53.4% | +99.6% | +49.9% |
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