+1,225.1%
NDAQ vs PODD
+782.5%
+442.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | 0.0% | -9.1% | +9.1% | +2.0% |
| 30D | +16.3% | +7.3% | +9.0% | +14.5% |
| 3M | +15.8% | +3.7% | +12.1% | +14.7% |
| 6M | +24.8% | -2.7% | +27.5% | +24.0% |
| YTD | +14.1% | -47.2% | +61.3% | +28.4% |
| 1Y | +26.5% | -54.0% | +80.5% | +46.4% |
| 3Y | +119.1% | -3.3% | +122.4% | +110.3% |
| 5Y | +70.9% | -52.3% | +123.3% | +83.9% |
| 10Y | +479.7% | +322.4% | +157.3% | +252.3% |
| All | +1,225.1% | +782.5% | +442.6% | +406.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling