+469.1%
P vs PODD
+409.1%
+60.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.2% | +9.7% | +5.2% |
| 7D | -23.8% | -2.1% | -21.7% | -23.4% |
| 30D | -36.6% | +9.0% | -45.7% | -38.3% |
| 3M | +10.9% | +5.2% | +5.7% | +8.8% |
| 6M | +30.0% | -3.2% | +33.1% | +27.5% |
| YTD | +44.4% | -48.5% | +92.8% | +69.8% |
| 1Y | +3.9% | -54.7% | +58.6% | +27.0% |
| 3Y | +176.6% | -7.8% | +184.4% | +161.9% |
| 5Y | +249.3% | -52.4% | +301.7% | +286.9% |
| 10Y | +726.9% | +315.9% | +411.1% | +438.5% |
| All | +469.1% | +409.1% | +60.0% | +284.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling