+119.0%
PAAS vs PODD
-51.3%
+170.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.0% |
| 7D | -2.9% | +1.6% | -4.5% | -3.2% |
| 30D | +6.8% | +10.7% | -3.9% | +4.7% |
| 3M | -2.9% | +0.7% | -3.6% | -4.7% |
| 6M | -16.4% | -39.3% | +22.8% | -8.4% |
| YTD | 0.0% | -48.1% | +48.1% | +13.5% |
| 1Y | +54.3% | -57.4% | +111.8% | +82.9% |
| 3Y | +230.7% | -23.3% | +253.9% | +230.9% |
| All | +119.0% | -51.3% | +170.3% | +136.6% |
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