+97.6%
META vs PODD
-52.0%
+149.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | +3.3% | -4.4% | +7.7% | +4.3% |
| 30D | -10.8% | +9.4% | -20.2% | -12.9% |
| 3M | +7.9% | +3.6% | +4.2% | +6.4% |
| 6M | +5.4% | -4.0% | +9.3% | +4.5% |
| YTD | -2.6% | -47.9% | +45.3% | +13.6% |
| 1Y | +1.9% | -53.8% | +55.7% | +22.5% |
| 3Y | +97.0% | -4.5% | +101.5% | +81.3% |
| All | +97.6% | -52.0% | +149.5% | +129.3% |
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