+227.1%
LOW vs PODD
+229.6%
-2.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.5% |
| 7D | -2.6% | -10.6% | +7.9% | -0.5% |
| 30D | -11.1% | -6.9% | -4.2% | -10.0% |
| 3M | -8.5% | -10.6% | +2.1% | -7.2% |
| 6M | -20.8% | -43.5% | +22.6% | -12.5% |
| YTD | -17.2% | -52.6% | +35.4% | -5.3% |
| 1Y | -24.7% | -60.1% | +35.4% | -11.1% |
| 3Y | -9.7% | -21.7% | +11.9% | -10.8% |
| 5Y | +6.0% | -54.6% | +60.6% | +14.4% |
| All | +227.1% | +229.6% | -2.5% | +152.4% |
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