+116.8%
EXPE vs PODD
-3.0%
+119.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | -11.2% | -4.4% | -6.8% | -10.0% |
| 30D | -7.5% | +9.4% | -16.9% | -8.6% |
| 3M | -19.1% | +3.6% | -22.7% | -19.3% |
| 6M | +10.7% | -4.0% | +14.7% | +11.0% |
| YTD | -9.9% | -47.9% | +38.0% | +1.3% |
| 1Y | -4.6% | -53.8% | +49.2% | +9.5% |
| 3Y | +116.8% | -4.5% | +121.3% | +126.5% |
| All | +116.8% | -3.0% | +119.8% | +126.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling