+475.8%
NDAQ vs PODD
+308.1%
+167.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.6% |
| 7D | +2.9% | -4.4% | +7.2% | +3.6% |
| 30D | +17.5% | +9.4% | +8.0% | +15.6% |
| 3M | +15.4% | +3.6% | +11.8% | +14.5% |
| 6M | +24.6% | -4.0% | +28.6% | +24.2% |
| YTD | +14.4% | -47.9% | +62.3% | +26.8% |
| 1Y | +26.9% | -53.8% | +80.7% | +43.4% |
| 3Y | +119.8% | -4.5% | +124.4% | +113.5% |
| 5Y | +70.5% | -51.9% | +122.4% | +81.4% |
| 10Y | +475.8% | +308.9% | +166.9% | +358.2% |
| All | +475.8% | +308.1% | +167.7% | +358.2% |
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