+696.1%
PH vs PODD
+315.5%
+380.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | +7.4% | -4.4% | +11.7% | +8.2% |
| 30D | +0.5% | +8.1% | -7.6% | -1.3% |
| 3M | -10.2% | +2.9% | -13.2% | -11.2% |
| 6M | +8.9% | -5.7% | +14.6% | +8.5% |
| YTD | +9.7% | -47.5% | +57.1% | +22.8% |
| 1Y | +12.8% | -55.7% | +68.5% | +30.8% |
| 3Y | +134.6% | -3.7% | +138.3% | +126.2% |
| 5Y | +204.5% | -52.6% | +257.1% | +230.5% |
| All | +696.1% | +315.5% | +380.6% | +510.0% |
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