+82.5%
O vs PODD
+314.4%
-232.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | -0.1% |
| 7D | +0.6% | -9.1% | +9.7% | +2.0% |
| 30D | +9.4% | +7.3% | +2.1% | +8.2% |
| 3M | -2.4% | +3.7% | -6.1% | -3.1% |
| 6M | -1.9% | -2.7% | +0.8% | -2.3% |
| YTD | +10.5% | -47.2% | +57.7% | +20.0% |
| 1Y | +10.0% | -54.0% | +64.0% | +21.9% |
| 3Y | +40.5% | -3.3% | +43.7% | +34.5% |
| 5Y | +10.2% | -52.3% | +62.5% | +15.6% |
| 10Y | +82.5% | +322.4% | -239.9% | +47.4% |
| All | +82.5% | +314.4% | -232.0% | +47.4% |
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 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