+66.4%
PBR vs PODD
-4.1%
+70.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.3% |
| 7D | -1.0% | +4.1% | -5.1% | -1.1% |
| 30D | -29.3% | +13.9% | -43.1% | -29.6% |
| 3M | +5.5% | +4.1% | +1.4% | +5.3% |
| 6M | -2.9% | +2.4% | -5.3% | -3.2% |
| YTD | +61.5% | -46.4% | +107.8% | +65.3% |
| 1Y | +46.9% | -54.2% | +101.0% | +51.7% |
| 3Y | +66.4% | -6.9% | +73.3% | +64.4% |
| All | +66.4% | -4.1% | +70.5% | +64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling