+180.9%
F vs PODD
+761.8%
-581.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.2% | +5.4% | +0.7% |
| 7D | +1.6% | -2.1% | +3.7% | +2.0% |
| 30D | +2.6% | +9.0% | -6.4% | +0.5% |
| 3M | -8.8% | +5.2% | -14.0% | -10.0% |
| 6M | +4.6% | -3.2% | +7.8% | +3.5% |
| YTD | -1.9% | -48.5% | +46.6% | +11.3% |
| 1Y | -0.8% | -54.7% | +53.9% | +15.8% |
| 3Y | +43.5% | -7.8% | +51.3% | +37.5% |
| 5Y | -12.1% | -52.4% | +40.4% | -5.1% |
| 10Y | +83.6% | +315.9% | -232.2% | +9.2% |
| All | +180.9% | +761.8% | -581.0% | +13.3% |
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