+255.4%
PBR vs PODD
+736.9%
-481.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.1% | +4.3% |
| 7D | +2.5% | -4.1% | +6.6% | +3.3% |
| 30D | +19.4% | +0.8% | +18.6% | +19.0% |
| 3M | +20.8% | -6.1% | +26.9% | +21.0% |
| 6M | +23.5% | -40.0% | +63.4% | +35.1% |
| YTD | +83.4% | -49.9% | +133.3% | +108.1% |
| 1Y | +77.6% | -59.3% | +136.9% | +109.8% |
| 3Y | +99.9% | -17.2% | +117.1% | +94.0% |
| 5Y | +567.7% | -53.0% | +620.7% | +600.4% |
| 10Y | +621.5% | +226.1% | +395.4% | +326.9% |
| All | +255.4% | +736.9% | -481.6% | +16.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling