+695.9%
PH vs PODD
+324.4%
+371.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -0.4% |
| 7D | +4.3% | +4.1% | +0.3% | +3.5% |
| 30D | +0.1% | +13.9% | -13.7% | -2.7% |
| 3M | -9.4% | +4.1% | -13.5% | -10.5% |
| 6M | +8.8% | +2.4% | +6.3% | +6.6% |
| YTD | +9.6% | -46.4% | +56.0% | +22.3% |
| 1Y | +14.4% | -54.2% | +68.6% | +31.8% |
| 3Y | +134.5% | -6.9% | +141.4% | +127.8% |
| 5Y | +204.4% | -51.6% | +256.0% | +229.0% |
| All | +695.9% | +324.4% | +371.5% | +507.3% |
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 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