+485.4%
P vs PODD
+412.4%
+72.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +2.0% |
| 7D | +6.5% | +1.6% | +4.9% | +6.1% |
| 30D | +18.8% | +10.7% | +8.2% | +15.5% |
| 3M | +26.7% | +0.7% | +26.0% | +23.7% |
| 6M | +62.2% | -39.3% | +101.5% | +82.7% |
| YTD | +48.5% | -48.1% | +96.6% | +75.0% |
| 1Y | +26.4% | -57.4% | +83.8% | +57.7% |
| 3Y | +159.4% | -23.3% | +182.7% | +159.1% |
| 5Y | +275.8% | -51.3% | +327.1% | +314.3% |
| 10Y | +732.0% | +242.0% | +490.0% | +464.0% |
| All | +485.4% | +412.4% | +72.9% | +296.7% |
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