+96.3%
NDAQ vs PODD
-17.8%
+114.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.5% |
| 7D | -2.4% | +1.6% | -4.1% | -2.7% |
| 30D | +2.5% | +10.7% | -8.2% | +0.8% |
| 3M | +9.9% | +0.7% | +9.2% | +8.9% |
| 6M | +9.4% | -39.3% | +48.7% | +17.5% |
| YTD | +0.4% | -48.1% | +48.5% | +10.6% |
| 1Y | +4.0% | -57.4% | +61.5% | +18.1% |
| All | +96.3% | -17.8% | +114.1% | +99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling