+572.2%
PBR vs PODD
-55.6%
+627.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.3% | +4.5% | +2.3% |
| 7D | +4.2% | -10.6% | +14.8% | +4.8% |
| 30D | +22.7% | -6.9% | +29.7% | +23.1% |
| 3M | +21.5% | -10.6% | +32.2% | +21.9% |
| 6M | +24.0% | -43.5% | +67.5% | +27.2% |
| YTD | +88.2% | -52.6% | +140.9% | +94.8% |
| 1Y | +74.8% | -60.1% | +134.9% | +82.6% |
| 3Y | +105.1% | -21.7% | +126.8% | +104.8% |
| 5Y | +572.2% | -54.6% | +626.8% | +632.2% |
| All | +572.2% | -55.6% | +627.8% | +632.2% |
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 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