+812.6%
PH vs PODD
+218.3%
+594.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.1% |
| 7D | 0.0% | -6.9% | +6.9% | +1.4% |
| 30D | -10.3% | -3.5% | -6.8% | -9.8% |
| 3M | +5.1% | -13.6% | +18.7% | +7.1% |
| 6M | +2.3% | -42.6% | +44.9% | +12.7% |
| YTD | +8.7% | -51.5% | +60.2% | +23.9% |
| 1Y | +26.8% | -60.9% | +87.7% | +50.8% |
| 3Y | +139.2% | -19.8% | +159.0% | +138.9% |
| 5Y | +251.1% | -54.4% | +305.5% | +283.6% |
| 10Y | +812.6% | +236.1% | +576.5% | +610.4% |
| All | +812.6% | +218.3% | +594.3% | +610.4% |
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