+53.8%
NDAQ vs PODD
-53.4%
+107.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.2% |
| 7D | -2.6% | -4.1% | +1.5% | -1.8% |
| 30D | +0.5% | +0.8% | -0.3% | +0.3% |
| 3M | +9.9% | -6.1% | +16.0% | +10.2% |
| 6M | +8.2% | -40.0% | +48.2% | +17.8% |
| YTD | -1.5% | -49.9% | +48.5% | +11.2% |
| 1Y | +1.3% | -59.3% | +60.6% | +18.7% |
| 3Y | +92.6% | -17.2% | +109.8% | +90.6% |
| 5Y | +53.8% | -53.0% | +106.8% | +69.4% |
| All | +53.8% | -53.4% | +107.2% | +69.4% |
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