+518.2%
O vs PODD
+767.5%
-249.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.4% |
| 7D | -0.7% | +1.6% | -2.4% | -1.1% |
| 30D | -1.9% | +10.7% | -12.6% | -3.8% |
| 3M | +3.8% | +0.7% | +3.1% | +2.9% |
| 6M | -4.7% | -39.3% | +34.5% | +3.1% |
| YTD | +12.5% | -48.1% | +60.6% | +25.2% |
| 1Y | +10.8% | -57.4% | +68.3% | +27.6% |
| 3Y | +28.8% | -23.3% | +52.0% | +28.0% |
| 5Y | +13.2% | -51.3% | +64.5% | +18.9% |
| 10Y | +53.5% | +242.0% | -188.6% | +1.4% |
| All | +518.2% | +767.5% | -249.3% | +107.3% |
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