+179.0%
OMC vs PODD
+767.5%
-588.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.2% |
| 7D | -6.4% | +1.6% | -8.0% | -6.6% |
| 30D | +1.1% | +10.7% | -9.6% | -0.4% |
| 3M | +10.4% | +0.7% | +9.7% | +9.7% |
| 6M | -1.7% | -39.3% | +37.6% | +4.9% |
| YTD | +4.4% | -48.1% | +52.6% | +14.0% |
| 1Y | +8.4% | -57.4% | +65.9% | +21.6% |
| 3Y | +14.4% | -23.3% | +37.6% | +14.6% |
| 5Y | +33.9% | -51.3% | +85.1% | +40.0% |
| 10Y | +34.9% | +242.0% | -207.2% | -5.1% |
| All | +179.0% | +767.5% | -588.5% | +36.0% |
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 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