+1,066.5%
NDAQ vs PODD
+767.5%
+299.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.4% |
| 7D | -2.4% | +1.6% | -4.1% | -2.8% |
| 30D | +2.5% | +10.7% | -8.2% | +0.1% |
| 3M | +9.9% | +0.7% | +9.2% | +8.6% |
| 6M | +9.4% | -39.3% | +48.7% | +19.8% |
| YTD | +0.4% | -48.1% | +48.5% | +13.6% |
| 1Y | +4.0% | -57.4% | +61.5% | +22.4% |
| 3Y | +94.4% | -23.3% | +117.6% | +95.1% |
| 5Y | +56.7% | -51.3% | +108.0% | +67.9% |
| 10Y | +375.3% | +242.0% | +133.3% | +201.6% |
| All | +1,066.5% | +767.5% | +299.0% | +348.3% |
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