+50.7%
PFE vs PODD
+314.4%
-263.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -3.0% | -9.1% | +6.1% | -2.2% |
| 30D | +5.2% | +7.3% | -2.1% | +4.6% |
| 3M | +12.2% | +3.7% | +8.6% | +11.8% |
| 6M | +17.8% | -2.7% | +20.5% | +17.4% |
| YTD | +26.2% | -47.2% | +73.4% | +32.3% |
| 1Y | +23.2% | -54.0% | +77.2% | +30.6% |
| 3Y | +21.3% | -3.3% | +24.6% | +18.9% |
| 5Y | -23.1% | -52.3% | +29.2% | -20.9% |
| 10Y | +50.7% | +322.4% | -271.7% | +31.7% |
| All | +50.7% | +314.4% | -263.7% | +31.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling