+43.8%
EXC vs PODD
-52.5%
+96.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.2% | +4.2% | -1.5% |
| 7D | -1.2% | -2.1% | +0.9% | -1.0% |
| 30D | +10.0% | +9.0% | +0.9% | +9.2% |
| 3M | +1.6% | +5.2% | -3.6% | +1.1% |
| 6M | +3.3% | -3.2% | +6.4% | +3.0% |
| YTD | +7.6% | -48.5% | +56.0% | +12.5% |
| 1Y | +3.5% | -54.7% | +58.2% | +9.3% |
| 3Y | +27.7% | -7.8% | +35.5% | +23.7% |
| All | +43.8% | -52.5% | +96.3% | +48.5% |
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