+91.5%
ONTO vs PODD
-52.5%
+144.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -6.2% | +17.2% | +12.2% |
| 7D | -14.0% | -2.1% | -11.9% | -13.8% |
| 30D | -43.1% | +9.0% | -52.1% | -44.2% |
| 3M | -35.5% | +5.2% | -40.7% | -36.7% |
| 6M | -41.1% | -3.2% | -37.9% | -42.6% |
| YTD | +9.8% | -48.5% | +58.2% | +27.2% |
| 1Y | +31.5% | -54.7% | +86.2% | +57.8% |
| 3Y | +45.2% | -7.8% | +53.0% | +28.9% |
| All | +91.5% | -52.5% | +144.0% | +133.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling