+255.2%
PBF vs PODD
+314.4%
-59.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +5.6% |
| 7D | -4.0% | -9.1% | +5.1% | -2.5% |
| 30D | -18.0% | +7.3% | -25.3% | -19.0% |
| 3M | +0.9% | +3.7% | -2.8% | 0.0% |
| 6M | +65.7% | -2.7% | +68.4% | +64.8% |
| YTD | +161.9% | -47.2% | +209.1% | +186.2% |
| 1Y | +77.8% | -54.0% | +131.8% | +99.0% |
| 3Y | +74.9% | -3.3% | +78.1% | +67.9% |
| 5Y | +423.4% | -52.3% | +475.7% | +454.4% |
| 10Y | +255.2% | +322.4% | -67.2% | +127.8% |
| All | +255.2% | +314.4% | -59.3% | +127.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling