+634.6%
P vs PODD
+324.4%
+310.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.1% | -2.5% |
| 7D | +11.6% | +4.1% | +7.5% | +10.3% |
| 30D | -23.7% | +13.9% | -37.5% | -26.8% |
| 3M | -8.0% | +4.1% | -12.1% | -9.6% |
| 6M | +27.9% | +2.4% | +25.5% | +23.5% |
| YTD | +61.2% | -46.4% | +107.5% | +89.2% |
| 1Y | +28.6% | -54.2% | +82.8% | +58.8% |
| 3Y | +200.5% | -6.9% | +207.3% | +182.5% |
| 5Y | +282.9% | -51.6% | +334.5% | +325.9% |
| All | +634.6% | +324.4% | +310.2% | +359.4% |
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