+17.5%
LUV vs PODD
+223.0%
-205.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.4% | +1.8% |
| 7D | -1.0% | -10.5% | +9.6% | +0.9% |
| 30D | -12.4% | -9.0% | -3.3% | -11.1% |
| 3M | -11.0% | -11.5% | +0.6% | -9.9% |
| 6M | -5.0% | -44.7% | +39.8% | +4.0% |
| YTD | -3.8% | -53.6% | +49.8% | +8.4% |
| 1Y | +25.9% | -61.0% | +86.9% | +45.9% |
| 3Y | +42.2% | -24.7% | +66.9% | +44.7% |
| 5Y | -10.8% | -55.5% | +44.7% | -4.0% |
| All | +17.5% | +223.0% | -205.5% | -5.4% |
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