+591.8%
ON vs PODD
+218.3%
+373.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +0.8% |
| 7D | -1.9% | -6.9% | +5.0% | +0.4% |
| 30D | -11.0% | -3.5% | -7.6% | -10.3% |
| 3M | -39.3% | -13.6% | -25.7% | -37.9% |
| 6M | +19.8% | -42.6% | +62.5% | +39.1% |
| YTD | +31.1% | -51.5% | +82.6% | +61.6% |
| 1Y | +46.0% | -60.9% | +106.9% | +94.0% |
| 3Y | -27.5% | -19.8% | -7.7% | -29.3% |
| 5Y | +56.9% | -54.4% | +111.3% | +82.0% |
| 10Y | +591.8% | +236.1% | +355.8% | +369.3% |
| All | +591.8% | +218.3% | +373.5% | +369.3% |
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 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