+32.9%
PFE vs PODD
+223.9%
-191.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -2.0% |
| 7D | -2.7% | -4.1% | +1.4% | -2.3% |
| 30D | +3.8% | +0.8% | +3.1% | +3.8% |
| 3M | +10.4% | -6.1% | +16.5% | +10.5% |
| 6M | +6.3% | -40.0% | +46.2% | +10.5% |
| YTD | +17.4% | -49.9% | +67.3% | +23.9% |
| 1Y | +21.1% | -59.3% | +80.4% | +30.1% |
| 3Y | -1.6% | -17.2% | +15.6% | -2.4% |
| 5Y | -22.2% | -53.0% | +30.8% | -19.8% |
| 10Y | +32.9% | +226.1% | -193.2% | +13.0% |
| All | +32.9% | +223.9% | -191.0% | +13.0% |
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 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