+231.1%
GM vs PODD
+223.0%
+8.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.2% |
| 7D | -2.4% | -10.5% | +8.1% | -0.4% |
| 30D | -1.1% | -9.0% | +7.9% | +0.5% |
| 3M | +6.1% | -11.5% | +17.7% | +7.4% |
| 6M | +15.0% | -44.7% | +59.7% | +26.9% |
| YTD | +6.0% | -53.6% | +59.6% | +20.9% |
| 1Y | +47.1% | -61.0% | +108.0% | +73.1% |
| 3Y | +170.5% | -24.7% | +195.2% | +169.5% |
| 5Y | +80.5% | -55.5% | +136.0% | +94.5% |
| All | +231.1% | +223.0% | +8.1% | +167.0% |
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