+101.4%
EXE vs PODD
-54.3%
+155.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.2% |
| 7D | -2.7% | -6.9% | +4.2% | -1.8% |
| 30D | -0.4% | -3.5% | +3.1% | 0.0% |
| 3M | +9.5% | -13.6% | +23.1% | +11.0% |
| 6M | -9.3% | -42.6% | +33.3% | -2.9% |
| YTD | -10.9% | -51.5% | +40.6% | -2.2% |
| 1Y | +4.3% | -60.9% | +65.2% | +18.4% |
| 3Y | +18.8% | -19.8% | +38.6% | +16.8% |
| 5Y | +101.4% | -54.4% | +155.8% | +123.7% |
| All | +101.4% | -54.3% | +155.7% | +123.7% |
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