+1,533.3%
LITE vs PODD
+324.2%
+1,209.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.3% | +8.4% | +10.1% |
| 7D | -12.9% | -2.5% | -10.4% | -12.3% |
| 30D | -46.0% | +10.7% | -56.7% | -47.6% |
| 3M | -33.0% | +6.1% | -39.1% | -34.9% |
| 6M | -34.0% | -2.8% | -31.2% | -36.1% |
| YTD | +61.7% | -47.3% | +109.0% | +87.7% |
| 1Y | +148.3% | -53.2% | +201.4% | +201.0% |
| 3Y | +1,408.5% | -2.0% | +1,410.5% | +1,344.9% |
| 5Y | +546.2% | -52.9% | +599.1% | +627.6% |
| 10Y | +1,533.3% | +321.1% | +1,212.3% | +762.4% |
| All | +1,533.3% | +324.2% | +1,209.2% | +762.4% |
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