+489.4%
NDAQ vs PODD
+315.5%
+173.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +1.7% | -4.4% | +6.1% | +2.5% |
| 30D | +16.2% | +8.1% | +8.1% | +14.6% |
| 3M | +14.0% | +2.9% | +11.0% | +13.2% |
| 6M | +22.3% | -5.7% | +28.0% | +22.3% |
| YTD | +13.0% | -47.5% | +60.5% | +25.0% |
| 1Y | +24.0% | -55.7% | +79.7% | +41.1% |
| 3Y | +117.1% | -3.7% | +120.8% | +110.5% |
| 5Y | +67.5% | -52.6% | +120.1% | +78.6% |
| All | +489.4% | +315.5% | +173.9% | +372.1% |
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