+484.3%
PAYX vs PODD
+711.3%
-227.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.4% |
| 7D | -7.5% | -6.9% | -0.6% | -6.3% |
| 30D | -5.3% | -3.5% | -1.9% | -4.8% |
| 3M | +15.6% | -13.6% | +29.2% | +17.9% |
| 6M | +19.5% | -42.6% | +62.1% | +29.5% |
| YTD | +5.8% | -51.5% | +57.3% | +17.8% |
| 1Y | -10.9% | -60.9% | +50.0% | +2.5% |
| 3Y | +5.4% | -19.8% | +25.2% | +4.8% |
| 5Y | +20.4% | -54.4% | +74.8% | +28.5% |
| 10Y | +164.1% | +236.1% | -72.0% | +96.2% |
| All | +484.3% | +711.3% | -227.0% | +195.2% |
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