+118.6%
GLD vs PODD
-52.5%
+171.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.2% | +5.4% | -0.6% |
| 7D | +4.7% | -2.1% | +6.8% | +4.8% |
| 30D | -0.9% | +9.0% | -9.9% | -1.2% |
| 3M | -4.4% | +5.2% | -9.6% | -4.6% |
| 6M | -13.6% | -3.2% | -10.4% | -13.8% |
| YTD | -6.0% | -48.5% | +42.5% | -3.7% |
| 1Y | +1.8% | -54.7% | +56.5% | +4.9% |
| 3Y | +103.2% | -7.8% | +111.0% | +100.4% |
| All | +118.6% | -52.5% | +171.1% | +117.1% |
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