-71.6%
OPEN vs PODD
-26.9%
-44.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.0% | -1.0% |
| 7D | +1.0% | -4.1% | +5.1% | +2.8% |
| 30D | -11.9% | +0.8% | -12.7% | -12.4% |
| 3M | -28.8% | -6.1% | -22.7% | -28.3% |
| 6M | -38.6% | -40.0% | +1.4% | -25.4% |
| YTD | -47.3% | -49.9% | +2.6% | -30.3% |
| 1Y | -49.2% | -59.3% | +10.1% | -25.7% |
| 3Y | -18.8% | -17.2% | -1.5% | -27.4% |
| 5Y | -83.6% | -53.0% | -30.6% | -80.2% |
| All | -71.6% | -26.9% | -44.7% | -71.4% |
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