+285.6%
FITB vs PODD
+218.3%
+67.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | 0.0% |
| 7D | -0.4% | -6.9% | +6.5% | +0.9% |
| 30D | -5.1% | -3.5% | -1.7% | -4.7% |
| 3M | +3.5% | -13.6% | +17.1% | +5.4% |
| 6M | +17.2% | -42.6% | +59.8% | +28.1% |
| YTD | +17.6% | -51.5% | +69.1% | +32.6% |
| 1Y | +23.4% | -60.9% | +84.3% | +44.3% |
| 3Y | +129.7% | -19.8% | +149.5% | +128.4% |
| 5Y | +68.4% | -54.4% | +122.8% | +80.7% |
| 10Y | +285.6% | +236.1% | +49.6% | +212.2% |
| All | +285.6% | +218.3% | +67.3% | +212.2% |
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 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