+74.4%
EXC vs PODD
+761.8%
-687.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.2% | +4.2% | -1.3% |
| 7D | -1.2% | -2.1% | +0.9% | -1.0% |
| 30D | +10.0% | +9.0% | +0.9% | +8.8% |
| 3M | +1.6% | +5.2% | -3.6% | +0.9% |
| 6M | +3.3% | -3.2% | +6.4% | +2.9% |
| YTD | +7.6% | -48.5% | +56.0% | +14.8% |
| 1Y | +3.5% | -54.7% | +58.2% | +11.9% |
| 3Y | +27.7% | -7.8% | +35.5% | +24.6% |
| 5Y | +41.1% | -52.4% | +93.6% | +45.8% |
| 10Y | +178.2% | +315.9% | -137.7% | +115.0% |
| All | +74.4% | +761.8% | -687.4% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling