+243.3%
PBR vs PODD
+767.5%
-524.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.5% |
| 7D | +8.6% | +1.6% | +7.0% | +8.2% |
| 30D | +12.8% | +10.7% | +2.1% | +10.3% |
| 3M | +14.7% | +0.7% | +13.9% | +13.2% |
| 6M | +25.2% | -39.3% | +64.5% | +36.7% |
| YTD | +77.1% | -48.1% | +125.3% | +99.6% |
| 1Y | +69.6% | -57.4% | +127.0% | +98.5% |
| 3Y | +95.6% | -23.3% | +118.8% | +93.2% |
| 5Y | +501.8% | -51.3% | +553.0% | +526.9% |
| 10Y | +640.6% | +242.0% | +398.5% | +333.7% |
| All | +243.3% | +767.5% | -524.3% | +12.0% |
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