+95.1%
F vs PODD
+239.0%
-143.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +1.8% |
| 7D | +5.3% | +1.6% | +3.7% | +5.0% |
| 30D | +4.6% | +10.7% | -6.1% | +2.6% |
| 3M | -3.7% | +0.7% | -4.4% | -4.6% |
| 6M | +16.8% | -39.3% | +56.1% | +26.7% |
| YTD | +15.3% | -48.1% | +63.4% | +28.7% |
| 1Y | +31.0% | -57.4% | +88.4% | +51.7% |
| 3Y | +45.4% | -23.3% | +68.7% | +44.8% |
| 5Y | +54.7% | -51.3% | +105.9% | +63.9% |
| All | +95.1% | +239.0% | -143.9% | +56.8% |
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