+178.5%
EXE vs PODD
-48.1%
+226.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.9% |
| 7D | -0.3% | +1.6% | -1.9% | -0.5% |
| 30D | +8.5% | +10.7% | -2.2% | +7.1% |
| 3M | +5.5% | +0.7% | +4.7% | +4.7% |
| 6M | -5.9% | -39.3% | +33.4% | -0.6% |
| YTD | -9.7% | -48.1% | +38.4% | -2.7% |
| 1Y | +3.6% | -57.4% | +61.0% | +14.6% |
| 3Y | +18.0% | -23.3% | +41.3% | +18.0% |
| 5Y | +109.4% | -51.3% | +160.7% | +116.5% |
| All | +178.5% | -48.1% | +226.6% | +189.3% |
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