-1.9%
LQD vs PODD
-48.3%
+46.5%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.6% | -5.8% | +0.6% |
| 7D | +0.4% | +10.8% | -10.4% | +0.2% |
| 30D | +2.6% | +21.7% | -19.1% | +2.3% |
| 3M | -1.7% | -1.1% | -0.6% | -1.8% |
| 6M | -1.9% | -3.7% | +1.8% | -1.9% |
| YTD | -2.2% | -41.9% | +39.8% | -0.8% |
| 1Y | -1.9% | -48.5% | +46.6% | -0.2% |
| All | -1.9% | -48.3% | +46.5% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling