+54.9%
GD vs PODD
-4.4%
+59.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.4% | +3.1% | -2.0% |
| 7D | -3.9% | +2.4% | -6.3% | -4.1% |
| 30D | +8.1% | +15.9% | -7.8% | +7.1% |
| 3M | -6.8% | +17.2% | -23.9% | -7.7% |
| 6M | +3.0% | -6.8% | +9.8% | +2.9% |
| YTD | +7.8% | -45.1% | +52.8% | +11.3% |
| 1Y | +5.8% | -50.3% | +56.1% | +10.0% |
| All | +54.9% | -4.4% | +59.3% | +49.9% |
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