+153.4%
EXE vs PODD
-46.3%
+199.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.6% |
| 7D | +5.3% | +4.1% | +1.3% | +4.8% |
| 30D | -2.2% | +13.9% | -16.0% | -3.8% |
| 3M | -5.9% | +4.1% | -10.0% | -6.5% |
| 6M | -5.7% | +2.4% | -8.2% | -6.7% |
| YTD | -17.8% | -46.4% | +28.5% | -12.0% |
| 1Y | -23.1% | -54.2% | +31.0% | -15.8% |
| 3Y | +21.2% | -6.9% | +28.0% | +17.7% |
| 5Y | +78.8% | -51.6% | +130.4% | +83.3% |
| All | +153.4% | -46.3% | +199.8% | +161.8% |
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