+100.5%
GD vs PODD
-51.4%
+152.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.1% |
| 7D | +2.7% | +4.1% | -1.4% | +2.3% |
| 30D | +8.6% | +13.9% | -5.2% | +7.3% |
| 3M | -7.1% | +4.1% | -11.2% | -7.5% |
| 6M | +7.5% | +2.4% | +5.0% | +6.7% |
| YTD | +9.9% | -46.4% | +56.3% | +15.4% |
| 1Y | +7.6% | -54.2% | +61.7% | +14.5% |
| 3Y | +56.2% | -6.9% | +63.1% | +52.7% |
| All | +100.5% | -51.4% | +152.0% | +100.9% |
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 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