+31.8%
OMC vs PODD
+229.6%
-197.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +1.7% |
| 7D | -6.2% | -10.6% | +4.3% | -5.1% |
| 30D | -7.6% | -6.9% | -0.6% | -6.9% |
| 3M | +7.4% | -10.6% | +18.0% | +8.3% |
| 6M | +0.1% | -43.5% | +43.6% | +5.5% |
| YTD | +0.4% | -52.6% | +53.1% | +7.6% |
| 1Y | +7.8% | -60.1% | +67.9% | +17.3% |
| 3Y | +11.8% | -21.7% | +33.5% | +12.1% |
| 5Y | +32.5% | -54.6% | +87.0% | +37.4% |
| All | +31.8% | +229.6% | -197.8% | +16.0% |
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