+76.2%
O vs PODD
+324.4%
-248.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.9% | -1.1% |
| 7D | -0.4% | +4.1% | -4.4% | -1.0% |
| 30D | +7.1% | +13.9% | -6.7% | +5.0% |
| 3M | -5.2% | +4.1% | -9.4% | -6.0% |
| 6M | -1.8% | +2.4% | -4.2% | -3.0% |
| YTD | +9.1% | -46.4% | +55.4% | +18.3% |
| 1Y | +9.7% | -54.2% | +63.8% | +21.7% |
| 3Y | +39.1% | -6.9% | +46.0% | +34.2% |
| 5Y | +8.4% | -51.6% | +59.9% | +13.4% |
| All | +76.2% | +324.4% | -248.2% | +39.7% |
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 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