+281.3%
P vs PODD
-51.3%
+332.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +1.8% |
| 7D | +6.5% | +1.6% | +4.9% | +6.2% |
| 30D | +18.8% | +10.7% | +8.2% | +16.2% |
| 3M | +26.7% | +0.7% | +26.0% | +24.1% |
| 6M | +62.2% | -39.3% | +101.5% | +80.0% |
| YTD | +48.5% | -48.1% | +96.6% | +71.4% |
| 1Y | +26.4% | -57.4% | +83.8% | +53.5% |
| 3Y | +159.4% | -23.3% | +182.7% | +162.6% |
| All | +281.3% | -51.3% | +332.6% | +347.5% |
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