+707.8%
EXPE vs PODD
+770.9%
-63.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.1% |
| 3M | -19.1% | +3.6% | -22.7% | -19.6% |
| 6M | +10.7% | -4.0% | +14.7% | +10.8% |
| YTD | -9.9% | -47.9% | +38.0% | +3.1% |
| 1Y | -4.6% | -53.8% | +49.2% | +12.0% |
| 3Y | +116.8% | -4.5% | +121.3% | +109.2% |
| 5Y | +38.6% | -51.9% | +90.5% | +51.6% |
| 10Y | +115.9% | +308.9% | -193.0% | +39.9% |
| All | +707.8% | +770.9% | -63.2% | +243.3% |
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