+655.3%
P vs PODD
+314.4%
+340.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +4.0% |
| 7D | -4.7% | -9.1% | +4.4% | -1.9% |
| 30D | -31.4% | +7.3% | -38.7% | -33.0% |
| 3M | -2.6% | +3.7% | -6.3% | -4.2% |
| 6M | +21.9% | -2.7% | +24.6% | +19.5% |
| YTD | +58.9% | -47.2% | +106.1% | +87.4% |
| 1Y | +21.7% | -54.0% | +75.8% | +50.0% |
| 3Y | +193.3% | -3.3% | +196.6% | +171.9% |
| 5Y | +275.1% | -52.3% | +327.4% | +319.0% |
| 10Y | +655.3% | +322.4% | +332.9% | +393.3% |
| All | +655.3% | +314.4% | +340.9% | +393.3% |
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