+290.4%
P vs PODD
-52.9%
+343.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.9% | +3.5% |
| 7D | +17.8% | -4.4% | +22.2% | +18.9% |
| 30D | -29.9% | +8.1% | -37.9% | -31.1% |
| 3M | -1.2% | +2.9% | -4.1% | -2.0% |
| 6M | +32.1% | -5.7% | +37.8% | +31.3% |
| YTD | +64.3% | -47.5% | +111.8% | +88.5% |
| 1Y | +24.3% | -55.7% | +80.0% | +49.2% |
| 3Y | +203.2% | -3.7% | +207.0% | +189.6% |
| 5Y | +290.4% | -52.6% | +343.0% | +382.9% |
| All | +290.4% | -52.9% | +343.3% | +382.9% |
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