+632.4%
GEV vs PODD
-21.0%
+653.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.0% | +5.6% | +4.1% |
| 7D | +1.6% | -10.5% | +12.1% | +4.1% |
| 30D | -7.9% | -9.0% | +1.1% | -6.2% |
| 3M | +5.6% | -11.5% | +17.2% | +6.2% |
| 6M | +13.1% | -44.7% | +57.8% | +34.1% |
| YTD | +46.7% | -53.6% | +100.3% | +85.9% |
| 1Y | +51.3% | -61.0% | +112.2% | +105.9% |
| All | +632.4% | -21.0% | +653.5% | +644.6% |
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