+93.8%
GD vs PODD
-52.5%
+146.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.2% | +5.5% | -0.1% |
| 7D | -5.0% | -2.1% | -2.9% | -4.8% |
| 30D | +8.9% | +9.0% | -0.1% | +8.1% |
| 3M | -8.0% | +5.2% | -13.2% | -8.5% |
| 6M | +2.9% | -3.2% | +6.1% | +2.6% |
| YTD | +7.1% | -48.5% | +55.5% | +12.8% |
| 1Y | +5.9% | -54.7% | +60.6% | +12.9% |
| 3Y | +53.9% | -7.8% | +61.7% | +50.4% |
| All | +93.8% | -52.5% | +146.3% | +95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling