+66.8%
EXC vs PODD
+767.5%
-700.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.8% |
| 7D | +0.3% | +1.6% | -1.3% | +0.1% |
| 30D | -3.7% | +10.7% | -14.4% | -4.9% |
| 3M | -1.3% | +0.7% | -2.0% | -1.8% |
| 6M | -9.7% | -39.3% | +29.6% | -5.2% |
| YTD | +2.9% | -48.1% | +51.0% | +9.8% |
| 1Y | +4.4% | -57.4% | +61.8% | +13.8% |
| 3Y | +22.2% | -23.3% | +45.5% | +21.6% |
| 5Y | +46.7% | -51.3% | +98.0% | +51.2% |
| 10Y | +155.3% | +242.0% | -86.7% | +101.6% |
| All | +66.8% | +767.5% | -700.7% | -4.0% |
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 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