+153.1%
EXPE vs PODD
+223.9%
-70.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.5% | -4.4% | -7.0% |
| 7D | -9.8% | -4.1% | -5.6% | -8.8% |
| 30D | -11.5% | +0.8% | -12.3% | -11.7% |
| 3M | +21.7% | -6.1% | +27.8% | +22.4% |
| 6M | +10.4% | -40.0% | +50.3% | +23.2% |
| YTD | -2.5% | -49.9% | +47.4% | +13.7% |
| 1Y | +27.3% | -59.3% | +86.6% | +56.0% |
| 3Y | +153.5% | -17.2% | +170.8% | +149.7% |
| 5Y | +91.1% | -53.0% | +144.1% | +109.5% |
| 10Y | +153.1% | +226.1% | -73.0% | +93.4% |
| All | +153.1% | +223.9% | -70.8% | +93.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling