+380.3%
NDAQ vs PODD
+218.3%
+162.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.3% |
| 7D | -1.6% | -6.9% | +5.3% | -0.3% |
| 30D | -1.5% | -3.5% | +2.0% | -0.9% |
| 3M | +8.0% | -13.6% | +21.6% | +10.0% |
| 6M | +7.7% | -42.6% | +50.4% | +17.2% |
| YTD | -2.3% | -51.5% | +49.1% | +9.4% |
| 1Y | +0.6% | -60.9% | +61.5% | +16.7% |
| 3Y | +90.9% | -19.8% | +110.7% | +90.7% |
| 5Y | +52.5% | -54.4% | +106.8% | +63.6% |
| 10Y | +380.3% | +236.1% | +144.2% | +302.9% |
| All | +380.3% | +218.3% | +162.0% | +302.9% |
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