+43.5%
F vs PODD
-10.3%
+53.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.2% | +5.4% | -0.1% |
| 7D | +1.6% | -2.1% | +3.7% | +1.8% |
| 30D | +2.6% | +9.0% | -6.4% | +1.7% |
| 3M | -8.8% | +5.2% | -14.0% | -9.3% |
| 6M | +4.6% | -3.2% | +7.8% | +4.1% |
| YTD | -1.9% | -48.5% | +46.6% | +7.3% |
| 1Y | -0.8% | -54.7% | +53.9% | +10.8% |
| 3Y | +43.5% | -7.8% | +51.3% | +31.2% |
| All | +43.5% | -10.3% | +53.8% | +31.2% |
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