+345.2%
IR vs PODD
+278.0%
+67.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.4% | +4.3% |
| 7D | +5.0% | -2.5% | +7.5% | +5.4% |
| 30D | +10.3% | +10.7% | -0.4% | +8.1% |
| 3M | -0.1% | +6.1% | -6.2% | -1.4% |
| 6M | +14.8% | -2.8% | +17.6% | +14.0% |
| YTD | +9.7% | -47.3% | +57.0% | +21.5% |
| 1Y | +12.2% | -53.2% | +65.4% | +26.8% |
| 3Y | +30.0% | -2.0% | +32.0% | +25.0% |
| 5Y | +46.8% | -52.9% | +99.8% | +57.5% |
| All | +345.2% | +278.0% | +67.2% | +243.4% |
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