+188.5%
GD vs PODD
+308.0%
-119.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.2% | +5.5% | 0.0% |
| 7D | -5.0% | -2.1% | -2.9% | -4.8% |
| 30D | +8.9% | +9.0% | -0.1% | +7.8% |
| 3M | -8.0% | +5.2% | -13.2% | -8.7% |
| 6M | +2.9% | -3.2% | +6.1% | +2.6% |
| YTD | +7.1% | -48.5% | +55.5% | +14.0% |
| 1Y | +5.9% | -54.7% | +60.6% | +14.4% |
| 3Y | +53.9% | -7.8% | +61.7% | +50.2% |
| 5Y | +95.4% | -52.4% | +147.8% | +102.7% |
| All | +188.5% | +308.0% | -119.5% | +132.3% |
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