-35.3%
KEEL vs PODD
-55.4%
+20.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.0% | +5.8% | +4.7% |
| 7D | +2.9% | -10.5% | +13.4% | +7.8% |
| 30D | +0.8% | -9.0% | +9.9% | +3.8% |
| 3M | -35.3% | -11.5% | -23.8% | -35.3% |
| 6M | +59.4% | -44.7% | +104.1% | +101.1% |
| YTD | +51.9% | -53.6% | +105.5% | +110.9% |
| 1Y | +75.0% | -61.0% | +136.0% | +164.1% |
| 3Y | +224.5% | -24.7% | +249.3% | +194.4% |
| All | -35.3% | -55.4% | +20.1% | -0.1% |
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