+1,402.3%
LITE vs PODD
+308.0%
+1,094.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -6.2% | +11.8% | +7.2% |
| 7D | -35.9% | -2.1% | -33.8% | -35.7% |
| 30D | -51.5% | +9.0% | -60.6% | -52.8% |
| 3M | -35.7% | +5.2% | -40.9% | -37.4% |
| 6M | -43.0% | -3.2% | -39.8% | -44.9% |
| YTD | +46.1% | -48.5% | +94.6% | +70.5% |
| 1Y | +124.7% | -54.7% | +179.4% | +174.8% |
| 3Y | +1,172.1% | -7.8% | +1,179.9% | +1,138.0% |
| 5Y | +477.0% | -52.4% | +529.5% | +546.2% |
| All | +1,402.3% | +308.0% | +1,094.4% | +708.4% |
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