+726.9%
EXPE vs PODD
+782.5%
-55.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.0% | +2.1% |
| 7D | -17.8% | -9.1% | -8.7% | -15.8% |
| 30D | -3.2% | +7.3% | -10.5% | -4.5% |
| 3M | -19.0% | +3.7% | -22.7% | -19.5% |
| 6M | +17.7% | -2.7% | +20.4% | +17.5% |
| YTD | -7.8% | -47.2% | +39.4% | +5.3% |
| 1Y | -1.4% | -54.0% | +52.7% | +16.0% |
| 3Y | +121.9% | -3.3% | +125.2% | +113.5% |
| 5Y | +44.3% | -52.3% | +96.6% | +58.1% |
| 10Y | +125.4% | +322.4% | -197.0% | +45.1% |
| All | +726.9% | +782.5% | -55.6% | +250.4% |
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 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