+22.2%
LQD vs PODD
+223.0%
-200.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | 0.0% |
| 7D | -1.1% | -10.5% | +9.4% | -0.7% |
| 30D | -1.3% | -9.0% | +7.7% | -0.9% |
| 3M | -3.2% | -11.5% | +8.3% | -2.9% |
| 6M | -2.1% | -44.7% | +42.6% | -0.1% |
| YTD | -2.4% | -53.6% | +51.2% | +0.4% |
| 1Y | -2.7% | -61.0% | +58.3% | +0.7% |
| 3Y | +14.2% | -24.7% | +38.9% | +14.1% |
| 5Y | -5.8% | -55.5% | +49.7% | -4.6% |
| All | +22.2% | +223.0% | -200.8% | +19.9% |
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