+198.7%
PDD vs PODD
+67.1%
+131.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -1.8% |
| 7D | -4.1% | -4.1% | 0.0% | -2.7% |
| 30D | -13.1% | +0.8% | -13.9% | -13.5% |
| 3M | -3.5% | -6.1% | +2.6% | -3.2% |
| 6M | -21.8% | -40.0% | +18.2% | -8.8% |
| YTD | -29.7% | -49.9% | +20.3% | -12.5% |
| 1Y | -36.2% | -59.3% | +23.1% | -15.0% |
| 3Y | -16.4% | -17.2% | +0.9% | -23.4% |
| 5Y | -23.8% | -53.0% | +29.1% | -14.0% |
| All | +198.7% | +67.1% | +131.6% | +123.3% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling