+2.2%
LVS vs PODD
-52.5%
+54.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | -3.9% | -4.4% | +0.5% | -2.9% |
| 30D | +7.1% | +8.1% | -1.0% | +4.9% |
| 3M | -13.2% | +2.9% | -16.1% | -14.1% |
| 6M | -22.8% | -5.7% | -17.1% | -22.9% |
| YTD | -38.0% | -47.5% | +9.5% | -28.4% |
| 1Y | -39.5% | -55.7% | +16.2% | -27.1% |
| 3Y | -12.2% | -3.7% | -8.4% | -20.2% |
| All | +2.2% | -52.5% | +54.7% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling