+291.9%
FTI vs PODD
+229.6%
+62.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.5% | -2.5% |
| 7D | -5.6% | -10.6% | +4.9% | -4.0% |
| 30D | +0.4% | -6.9% | +7.3% | +1.4% |
| 3M | +8.1% | -10.6% | +18.8% | +9.1% |
| 6M | +16.7% | -43.5% | +60.2% | +26.1% |
| YTD | +70.0% | -52.6% | +122.6% | +89.0% |
| 1Y | +85.4% | -60.1% | +145.5% | +111.7% |
| 3Y | +265.9% | -21.7% | +287.6% | +264.6% |
| 5Y | +1,072.7% | -54.6% | +1,127.3% | +1,157.5% |
| All | +291.9% | +229.6% | +62.3% | +219.3% |
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 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