+848.7%
EXPE vs PODD
+767.5%
+81.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.2% |
| 7D | -9.5% | +1.6% | -11.2% | -9.9% |
| 30D | -6.6% | +10.7% | -17.3% | -8.9% |
| 3M | +31.4% | +0.7% | +30.6% | +29.9% |
| 6M | +35.2% | -39.3% | +74.5% | +49.1% |
| YTD | +5.8% | -48.1% | +53.9% | +20.9% |
| 1Y | +38.7% | -57.4% | +96.1% | +65.3% |
| 3Y | +175.8% | -23.3% | +199.0% | +178.0% |
| 5Y | +111.8% | -51.3% | +163.1% | +130.2% |
| 10Y | +179.7% | +242.0% | -62.3% | +86.6% |
| All | +848.7% | +767.5% | +81.2% | +302.5% |
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 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