+11.7%
IR vs PODD
-54.5%
+66.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.5% |
| 7D | +2.5% | +4.1% | -1.6% | +2.1% |
| 30D | +9.2% | +13.9% | -4.7% | +7.7% |
| 3M | +0.9% | +4.1% | -3.2% | +0.5% |
| 6M | +19.2% | +2.4% | +16.8% | +18.0% |
| YTD | +7.5% | -46.4% | +53.8% | +16.2% |
| 1Y | +11.7% | -54.2% | +65.9% | +23.4% |
| All | +11.7% | -54.5% | +66.2% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling