+1,563.7%
LITE vs PODD
-22.7%
+1,586.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.1% | +4.4% |
| 7D | -1.5% | +1.6% | -3.2% | -1.9% |
| 30D | +6.7% | +10.7% | -4.0% | +3.7% |
| 3M | -6.8% | +0.7% | -7.5% | -9.9% |
| 6M | +29.4% | -39.3% | +68.7% | +50.1% |
| YTD | +139.1% | -48.1% | +187.2% | +195.1% |
| 1Y | +521.0% | -57.4% | +578.4% | +736.5% |
| All | +1,563.7% | -22.7% | +1,586.4% | +1,690.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling